FedCash® Access Manager Roadmap

My organization currently uses FedLine Web but does not use FedCash Access Manager

If your institution is looking to gain more control and restrict access for all current Subscribers of FedCash Services via FedLine Web that place cash orders, FedCash Access Manager is right for your organization. The following steps will guide you through how to add Subscribers and receive the proper credentialing to begin using FedCash Access Manager.

Step 1 - Determine if you need to re-credential your Subscribers

The most frequent question we receive from current FedLine Web customers is if institutions have to re-credential all current FedLine Web Subscribers when setting up FedCash Access Manager. If your Subscribers are currently credentialed under one ABA, you do not need to re-credential. If your Subscribers are credentialed under multiple ABAs, you will need to re-credential each Subscriber under one "Administrative ABA" to get the most benefit from FedCash Access Manager. Having Subscribers credentialed under one Administrative ABA allows for greater control by an institution’s Administrator for restricting Subscriber access to a specific endpoint for placing cash orders/deposits or viewing cash reports.

Step 2 - Identify an Administrative ABA Number

To allow your institution the most efficient use of FedCash Access Manager, we encourage you to select one Administrative ABA number for which all ABAs and endpoints will be linked.

  • A current ABA that has the most Subscribers assigned to it
  • The ABA assigned to your institution’s corporate headquarters
  • The ABA assigned as your institutions billing ABA

Step 3 - Identify an employee for the Administrator role

To use FedCash Access Manager, your institution will need to select an employee to perform the Administrator role. The Administrator will have the ability to restrict other employees’ access to a specific endpoint and/or to a group of select endpoints across ABAs for placing cash orders/deposits or viewing cash reports.

NOTE: It’s recommended that you select at least one back-up Administrator for contingency purposes.

Step 4 - Request credentials

The End User Authorization Contact (EUAC) from your institution should complete the Subscriber Request Form.

  • Complete Subscriber Request Form
  • Send Subscriber Request Form to designated CCC
  • Upon successful review of the form, the EUAC and the Subscriber will receive e-mail notification that their credential has been modified or they will receive instructions for how to obtain a new credential.

Step 5 - Obtain Subscriber IDs

Upon successful review of credential requests, your designated CCC site will issue IDs to Subscribers and passwords to your institution’s EUAC (If your institution is subscribing to other services in addition to FedCash Services, this process may be slightly different).

Step 6 - Request ABA Links

Once all credentials have been issued, your institution will contact the Local Cash Office to request that all ABAs be linked (in the order for/order by table) to the Administrative ABA.

After the links are complete, the Administrator can begin restricting access (see step 7) to Subscribers.

NOTE: Once the ABAs have been linked, any Subscriber with a new or old credential will be able to order for all ABAs until both the canceled credential has been revoked and the Administrator has restricted access on new credentials.

Step 7 - Restrict access to Subscribers

The Administrator can restrict the endpoints a Subscriber can order for by using the eLearning tools as a guide.

Step 8 - Obtain new passwords for Subscribers

After the Administrator has restricted access for all Subscribers, the EUAC will distribute new passwords for each Subscriber.

NOTE: Passwords can be distributed before access is restricted. However, this is not recommended.

Step 9 - Delete old Subscriber credentials

Your institution’s EUAC is responsible for deleting all canceled credentials for Subscribers not credentialed under the master ABA using the Subscriber Request Form. Simply select "Delete and Revoke", and submit the form to your designated Customer Contact Center (CCC).

Step 10 - Begin using FedCash Access Manager

For Subscribers, the ordering process works as it did before. Subscribers may have more or fewer endpoints visible to them depending on parameters of their new credential. New Subscribers should access the eLearning tools to help guide them through the process.

Contacts

FedLine Customer Service and Technical Support

For access problems, application malfunctions, and questions about how to use the application.

Cash Services Support

For assistance with cash transactions, such as correcting an order that was submitted in error, adding to your list of Authorized ABAs, or determining local order and deposit procedures.

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