Edna Valencia
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Recent activity by Edna Valencia-
How to check a user's role and account access [user]
Upon logging in, users can easily view their role and the associated company next to their name on the dashboard.Here's more info on each user role: AdminAdmins have full control over the system, ...
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My Transactions Overview [user]
Users can easily view the most recent transactions in the My Transactions area of the Dashboard.Click the transaction to open the Transactions page.
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Task Manager Overview [user]
Users can quickly view any pending tasks in the Task Manager area of the Dashboard.This includes any transactions that require attention, such as missing memos/receipts, awaiting submission, transa...
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How to finalize my account setup and activate my new Investar Bank Commercial Card?
Once approved, you will receive an email directing you to log in to the platform via https://app.cmlcard.investarbank.com.Sign in using the email address and password you registered with.Upon loggi...
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What should I do if my Investar Bank Commercial Card is lost or stolen?
Taking proactive steps is crucial in the event of a lost or stolen credit card. You must promptly inform your account administrator to initiate the replacement card process.In addition, users can f...
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How to view card status and card limit [user]
Users can view the status and limit of their physical or virtual cards at any time.Log in to https://app.cmlcard.investarbank.com.Navigate to the Cards page found on the left-side menu.Under Cards,...
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What is the difference between a company's Credit Limit, Department Limit, User Limit, and Card Limit? [user]
Credit LimitYour company's credit limit is the amount your account can spend within a statement period. This limit is dynamic by design and is regularly adjusted by Investar Bank according to your ...
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How to locate a card's billing address and zip code [user]
Users can access the billing address for their physical or virtual cards at any time.Log in to https://app.cmlcard.investarbank.com.Navigate to the Cards page on the left-side menu.Select the card ...
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How to view the card number [user]
Users can view the card number of their physical or virtual cards at any time.Log in to https://app.cmlcard.investarbank.com.Navigate to the Cards page on the left-side menu.Select the card you wan...
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How to request a new virtual card [user]
Users can request a new virtual card in the Investar Bank Commercial Card web app by logging in to their account and accessing their dashboard.Log in to https://app.cmlcard.investarbank.com.On your...