Use the Employee role for someone who needs cards issued in their name but doesn’t need to sign in to your organization.
Who can do this: Owner or Admin
Dashboard invitation: not sent when you add an Employee
Required details: first and last name, work email, phone number, and date of birth
Add the Person
Open Team.
Select Add member.
Choose Employee.
Enter their first and last name, work email, phone number, and date of birth.
Check the details and save.
Use the person’s own details. Their work email must be unique across the platform.
Once the profile is ready for issuance, the person can be selected as a cardholder. If they’re missing from the list, follow Complete or Update a Cardholder Profile.
If They Later Need Dashboard Access
Change their role using Change a Team Member’s Role.
Give them the required account permissions through Manage Access to an Account.
Good to know: their cardholder details and their dashboard permissions are separate.
Need Help?
Contact us through the support widget or at [email protected] with your organization name, the person’s name, and any validation message shown.