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How to give a user permission to request funds

Updated over a week ago

Goal:

  • Spending card access


Steps:

  1. Navigate to Settings β†’ 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.

Payment services are provided in the UK by Airwallex (UK) Limited, an electronic money institution authorised by the Financial Conduct Authority with registration number 900876.

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