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Adding a Card Only Team Member

Adding a Card Only user Team Member

  1. Bottom left menu
  2. Team
  3. Invite a Team Member

You'll be asked to choose an account to issue the card from, as well as set daily spend limits for your Team Member. 

Once the invite is sent your Team Member can login and they will be prompted to choose Virtual or Physical debit card. 

They will be able to see their own transactions, but not view your account(s) or business settings.

Other types of Team Member permissions are explained here.

Check out this guide for information on adding or removing Team Members. 

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