Airwallex Employee Cards Setup

 

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How To

Setup Your First Employee Card

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Provide users access to the cardholder capability

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Note: The ‘Owner’ role has full access to the employee card capability by default

  • Go to account settings (left navigation menu). If account settings is not visible please email support@airwallex.com for assistance
  • For a new user
  • Create a new role (you can name it as you like) and add cardholder edit access. No other access is required.

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Create a new user and assign the new cardholder role

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For an existing user edit their existing role and add the ‘Cardholder - Edit’ permission. Note: The ‘Owner’ role has full access to the employee card capability by default

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Create your first employee card and cardholder

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Go to cards and select ‘create card’

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Select employee card

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Enter the basic details and email for the user you created

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Confirm that it is the correct user

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Complete the ID check page with the cardholder information and create the cardholder

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Set any limits and create the card

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Success, only the cardholder will have access to the card

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If the cardholder status is ‘In review’ they should be active within 48 hours and can then start using their card. No need to do anything.

If the cardholder status is ‘Active’ then the cardholder can immediately use their card.

 

How a cardholder uses the card

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The cardholder will receive an email to join your team and set their password

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If the cardholder is in an ‘Active’ status they can immediately see and use their card. If they are in an ‘In review’ status it won’t be more than 48 hours before they can use their card.

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View your cardholders, employee cards and employee card transactions

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View your cardholders under the ‘Cardholders’ sub menu item

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View your employee cards under the ‘Employee cards’ list

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View your cardholders, employee cards and employee card transactions

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View transactions by selecting the card or the transactions sub-menu item

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Other questions?

Get in touch with us at support@airwallex.com

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