Dashboard Management
Business Settings Management
Personal Settings Management
Department Management
Statements Management
User Management
- How to edit user information (Date of Birth, Phone Number, Reporting Manager)
- How to check a user's role and account access [admin]
- How to Export the list of all users in the account
- How to send a virtual card to a user
- How to send a physical card to a user
- Managing Bank of Utah Commercial Card user roles
Card Management
- How to Set Restrictions on a Physical or Virtual Card [admin]
- How to request a new virtual card [admin]
- How to activate my new Bank of Utah Pinnacle Card
- How to Export the list of all cards in the account
- How to view card status and card limit [admin]
- What is the difference between a company's Credit Limit, Department Limit, User Limit, and Card Limit? [admin]
Transactions Management
- How to update the transaction approval settings
- Can I link my other business or subsidiary with my approved Bank of Utah Pinnacle account?
- How to review and submit a transaction in the Bank of Utah Pinnacle web app
- How can I check the status of a transaction?
- How to manually sync transactions in the account [admin]
- Adjusting the transaction Category [admin]