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 options to view Cardholder Info or Card Controls:
Please note: Transactions will only appear once a transaction is made.
The My Card page displays the cardholder's card status (see the toggle on the card image), available spend, daily limit, and recent transactions.
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.
Clicking on Cardholder Info displays Cardholder details and Account details. The Card Controls page displays Spend Limit, which days a card is active, as well as category controls. The employee does NOT have access to edit any of the card controls.
*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).