How To
Setup Your First Employee Card
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Create and verify your employee
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Set up your employee to use the card
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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 our customer support team.