How To

Setup Your First Employee Card

• Create and verify your employee

• Set up your employee to use the card

• View and manage your cardholders, employee cards and card transactions

 

 

Create and verify your employee

Go to cards and select ‘create card’

Select employee card

 

Enter the basic details and email for the user you created

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

Set any limits and create the card

Success, only the cardholder will have access to the card

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.

 

Set up your employee to use the card

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

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.

 

View and manage your cardholders, employee cards and card transactions

View your cardholders under the ‘Cardholders’ sub menu item

View your employee cards under the ‘Employee cards’ list

 

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

Other questions?

Get in touch with us at support@airwallex.com