Auric

With our integration with Auric, you can safely store your client's credit card information on our platform, and access it at any time.

You will find the new credit card section in the Client Profile Menu. Add as many cards as your client has. You can later review them by clicking on the magnifying glass and following the process to reveal the information.

All Credit Card data is encrypted and stored using AuricVault® which is compliant with worldwide security requirements, including PCI DSS. For more information: https://auricsystems.com/

 

  1. How can I add a credit card to my client's profile?
  2. How to edit a credit card's details?
  3. How to delete a credit card from the client's profile?
  4. Who can add Credit Cards to a clients profile?
  5. Who can access a client's credit card information?
  6. How to access the clients credit card information?
  7. How does the process of "reveal information" to access a client's credit card detail works?

1. How can I add a credit card to my client's profile?

Find the credit card section within the client profile. Click  on the Add new card button and fill out the required fields.

2. How to edit a credit card's details?

Find the credit card section within the clients profile. Select the card you want to edit from the list and click on the pencil icon located next to it. Change the details you need and then click on Save.

3. How to delete a credit card from the client's profile?

Find the credit card section within the clients profile. Select the card you want to delete from the list and click on the trash can icon located on the right side.

4. Who can add Credit Cards to a clients profile?

Any user who has access to the client will be able to add credit cards.

5. Who can access a client's credit card information?

Only the user who has added the information of the card will be able to access the client's corresponding credit card details. If any other advisor would like to access credit card details they’ll need to receive an authorization code from the agent that added the card.

6. How to access the clients credit card information?

The user who has added the client's credit card will be able to access the corresponding details with two-way authentication, by clicking on the button Reveal information.

7. How does the process of "reveal information" to access a client's credit card detail works?

With the two-way authentication, the user who has added the credit card will receive an email with a provisional code that will allow him to have access to the basic information of the credit card for approximately 110 seconds. Every time you want to consult the details of a credit card, you will need to repeat the same process.

 

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