​Introduction

Adding a proxy card number to a user who is a Verifier or Verifier All makes the user a proxy verifier – this person can verify transactions on that card in place of the card holder. This means the person must be assigned as a Verifier/Verifier All in the roles section.

When you assign a user as a proxy verifier on the user’s profile screen as described here, you assign a card to that particular verifier. However, you can also assign verifiers to a particular card number using the Maintain CC screen. There, you will assign Verifiers to a card.

Edit a User Profile

On the P-Card main menu, select Admin, and then click the Edit icon next to a user’s name.

Figure 1 - Edit icon

The user's profile will open. This is displayed in four sections: the user information, user roles (or security), P-Card details, and default and/or approval PCA/Index assignments.

Figure 2 - User configuration

Add or Delete a Proxy Card

1. If the user is not a verifier, check the check box next to Verifier or Verifier All.

2. To add a proxy card number, enter the last ten digits of the card number in the Proxy Cards field.

3. Click Add.

• Do not add the proxy card to the list of card holder Credit Card numbers. The card number and card holder for whom the user will be a proxy verifier will be displayed.

Figure 3 - Proxy card number

4. To delete a proxy card from a user’s profile, click Del next to the proxy card number on the verifier’s profile screen. (If proxy cards are not deleted, the verifier’s name may still appear on the Verifier screens, even if the user is inactive.)

5. When you are finished, click Save at the top of the profile screen.

Figure 4 - Save