Perform Cardholder ID Maintenance

Cardholder ID Maintenance – View List

From the ICD home page, select Manage > Fleet Assets > Cardholder ID Maintenance.

Select your Account Code, Customer ID and click the Search button to return a list of your Cardholder IDs.  You can further filter the list by selecting the following options:

• Search By: Cardholder ID, Last Name, First Name, or Employee ID.
• Hold Status: All, Active, On Hold
• Search Value: Enter Cardholder ID (e.g., 12345, must be exact match)

Bulk Actions

The following Bulk Actions make Cardholder ID Maintenance quick and easy:

• Add multiple new Cardholder IDs
• Delete multiple Cardholder IDs
• Update the Status (Active/On Hold) for multiple Cardholder IDs

NOTE:  Your Customer Service Representative can set up a Cardholder ID Master with associated customer IDs.  Changes to the Master will update all associated customer IDs.

Add New Cardholder ID

To Add one new Cardholder ID:

• Click Add from the left sidebar menu
• Click the Add button on the grid to generate a new Cardholder ID
• Enter all * required fields (red asterisks)
• Click the Submit button

Alternatively, use Bulk Actions to Add multiple Cardholder IDs:

• Enter cardholder’s First Name, Last Name or other required fields in the grid
• Once you have entered your list of cardholders, click the Generate Random Cardholder ID button to create new Cardholder IDs (or you can manually enter your own)
• Click the Submit button

You will see an “Update Successful,” message after selecting Submit.

NOTE:  Selecting the Add Additional Cardholder IDs button adds additional rows, while selecting the Reset All Fields button clears all fields of any information you entered.

Assign Existing Cardholder ID

To Assign an existing Cardholder ID:

• Click the drop-down to select an existing Cardholder ID from the list
• Enter all * required fields (red asterisks)
• Click the Submit button

Upload Unassigned Cardholder ID

To Upload a list of unassigned Cardholder IDs:

• Click Upload Unassigned ID from the left sidebar menu
• Select the target Account Code and Customer ID
• Click Choose File button, select an Excel (.xls) file from your computer and click Open
• Click the Upload button

The unassigned IDs must be in an Excel spreadsheet.  A message also displays informing you of how many unassigned Cardholder IDs currently exist in the system.

Edit Cardholder ID

To Edit a Cardholder ID:

• Click View List from the left sidebar menu
• Select your Account Code, Customer ID and click the Search button to return a list of your Cardholder IDs
• Click the Edit button next to the record you want to edit
• Make your updates, including * required fields
• Click the Submit button to save changes or Cancel to return to the list

Delete Cardholder ID

To Delete one or more Cardholder IDs:

• Select one or more records using Bulk Select Checkboxes (clicking the checkbox in header selects all records)
• Click the drop-down next to Bulk Action at the top of the grid and select Delete
• Click the Apply button
• Click Confirm to apply the bulk action or Cancel to return to the list

WARNING!  Deleting a Cardholder ID cannot be reversed.

NOTE:  Always delete a Cardholder ID for an Employee that is no longer with your company.

Put Cardholder ID On Hold

As an administrator, you may want to put a driver(s) Cardholder ID on hold if the driver is out of compliance or away from work for an extended period of time.

To put one Cardholder ID On Hold:

• Click the Hold button next to the record you want to edit
• Select a Hold Release Date and Hold Release Time to automatically reactivate the ID at a later date (optional)
• Click Confirm to apply the hold or Cancel to return to the list

Alternatively, use Bulk Actions to put multiple Cardholder IDs On Hold:

• Select one or more records using Bulk Select Checkboxes (clicking the checkbox in header selects all records)
• Click the drop-down next to Bulk Action at the top of the grid and select On Hold status
• Click the Apply button
• Click Confirm to apply the bulk action or Cancel to return to the list

Release Cardholder ID Hold

To Release a Hold on a Cardholder ID:

• Click the Release button next to the record you want to reactivate
• Click Confirm to release the hold or Cancel to return to the list

Alternatively, use Bulk Actions to set multiple Cardholder IDs back to an Active status:

• Select one or more records using Bulk Select Checkboxes (clicking the checkbox in header selects all records)
• Click the drop-down next to Bulk Action at the top of the grid and select Active status
• Click the Apply button
• Click Confirm to apply the bulk action or Cancel to return to the list