Easily issue and manage any virtual and physical debit card.
Link debit cards to specific sub-accounts and load them with set amounts to control team spending.
Customise employee access and empower team leaders to make decisions for their teams, all while having total visibility on the app.
Get statements for each team member's sub-account in whatever timeframe you choose.
What is the Team members feature?
The Team members feature allows you to give role-based access to your team or staff. These permissions can be revoked at any time.
What types of access levels can I assign to my team?
You can assign three levels of access - Director, Manager & Accountant, and Employee. The Director has full access, including sending/receiving money and creating cards. Managers & Accountants can view all accounts and balances, see transactions and cards, and add or edit team members. Employees have access only to chosen sub-accounts.
How do I add a team member?
You can add a team member from the Home dashboard. On a desktop, navigate to Team Members on the left side and select '+ Add team member.' On a mobile app, navigate to Team Members by tapping on the green button with your initials in the top right, then select '+ Add new team member.' Choose the desired level of access and enter the required details.
Can I restrict a team member’s access to a specific sub-account?
Yes, you can restrict access to a certain account for team members added as employees only. You can choose which sub-account(s) they have limited access to during the setup process.
Can I give my accountant access to generate statements?
Yes, by giving your accountant access, you can let them generate statements for you. Follow the steps above to add a team member. When choosing the access level, select 'Manager & Accountant'.