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Add users and order cards

How do I add a user and order a card?

As an administrator, you can easily invite new users, assign the appropriate role, and order a card.
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Step 1: Add a user

  1. Go to Teams & Cards.

  2. Select Add user.

Enter the user's:

  • Name

  • Email address

Then select the appropriate user role.

Step 2: Activate the user

Once the user has been added, they will receive a welcome email with instructions on how to activate their account.

The user should follow the instructions in the welcome email to complete the registration and log in for the first time.

If the user no longer has access to the welcome email, an administrator can send a new one.

Step 3: Add a card

After selecting the user's role, you can choose to add a card immediately or do so later.

To add a card later, go to:

Teams & Cards → Select the user → Add card
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Step 4: Configure the card

When ordering the card, you can:

  • Enter a card name (optional).

  • Set a Monthly spend limit.

  • Choose the delivery address.

The card name and Monthly spend limit can be updated later in the user's Card settings.
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Delivery

Physical cards are normally delivered within 7 business days.

Cards are sent to the company's address unless a different delivery address is specified during the order process.


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