Business owners and admins with access are able to invite their employee cardholders to access both the mobile app and website by simply adding an email address for that employee from the "Cards" page by clicking "Manage" dialogue next to the desired card and selecting "Cardholder Info":
Once the employee is invited to use the mobile app, an email will be sent to invite the employee to set a password for the mobile app/web access and to download the mobile app.
After the employee cardholder has successfully logged in, the mobile app will open to Dashboard with "My Card" and "Transactions" tabs at the top as options to view. Please note: Transactions will only appear once a transaction is made:
The My Card tab displays the cardholder's card status (as On or Off), available spend, days the card is active, and allowed spend categories. The employee does NOT have access to edit any of the card controls.
The Transactions tab displays transactions made on the employee card, in order of most recent. The employee is able to add notes, select tags, and upload receipts to transactions by pressing the specific transaction to view its details.
*Please consult with your business owner on business specific issues, such as insufficient funds, or controls that are preventing the purchases you need to make. For all app related technical issues, please contact our support team at firstname.lastname@example.org or call us at (866) 220-8455 (9 am to 5 pm CST), or reach us by live chat (8:30 am to 7 pm CST) on our website (excluding Bank Holidays).