Skip to main content
All CollectionsSpending cardSpending card Administrators
How to give a user permission to request funds
How to give a user permission to request funds
Updated over 9 months ago

Goal:

  • Spending card access


Steps:

  1. Navigate to Settings → Manage Users

  2. Select the applicable user

  3. Click on the Roles & Permissions tab

  4. Click on Edit Permissions

  5. In the Permissions pop-up, check the box for Request for spending card funds under the Request tab

  6. Select Save

Success! The user will now access Request for Funds

requestfundspermissionKB.PNG

Additional Information:

  • When you issue a Spend Card for a new user, they will automatically be assigned the Spend Card module on their mobile app and User Detail page.

Did this answer your question?