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Team Cards

Written by Jack Cahalane

Team Cards

Use Team Cards to give your team members their own Seapoint cards — with spending access and a filtered view of only their own activity.

💡 Who is this guide for? This guide covers two roles: Admins (who invite and manage the team) and Employees (who join Seapoint and use their card). Jump to whichever section is relevant to you.
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For admins

Role permissions: what can each role see?

Permission

Admin

Employee

View all account transactions

✅

❌

View treasury & cash flow reporting

✅

❌

View their own card & card transactions

✅

✅

Manage team members

✅

❌

Issue cards

✅

✅ own card only

Employees see a fully filtered view of Seapoint — only their own cards and the transactions made on those cards. They cannot see your company's balances, other team members, or any reporting.

How do I add a team member?

  1. Navigate to Team in the left sidebar.

  2. Click Add team member.

  3. Enter full name and email address.

  4. Select role: Admin (full access) or Employee (filtered view).

  5. Click Send invite.

Your team member will receive an email invitation to join Seapoint. They'll appear in your Team list with a Pending status until they complete sign-up.


Getting started as an employee

How do I accept my invite and sign up?

  1. Check inbox for email from Seapoint with subject "You've been invited to [Company Name] on Seapoint".

  2. Click Accept invite.

  3. Create password and click Continue.

  4. You'll land on your dashboard.

Tip: check spam folder.

Creating your first card

Step 1 — Verify your information

Before using card, verify DOB and phone.

  1. Click Get my card.

  2. Enter date of birth.

  3. Click Continue.

Step 2 — Verify your phone number

  1. Enter mobile phone number (OTP via SMS).

  2. Enter 6-digit code and click Verify.

Tip: code expires, tap Resend.

Step 3 — Set your 3DS security question

3DS protects online purchases.

  1. Choose security question.

  2. Enter answer and click Confirm.

Your card is now ready! You'll see your virtual card in the Cards section. Tap to reveal card number, expiry, CVV.

Managing your transactions

How do I view my transactions?

  1. Navigate to Transactions.

  2. See list of all transactions.

  3. Click any to open transaction drawer (merchant, amount, date, card used).

How do I upload a receipt?

  1. Open a transaction.

  2. Scroll to Evidence section, click upload.

  3. Select file (JPG, PNG, PDF).

  4. Receipt attached.

Tip: upload ASAP for tidy records.


FAQs

Can I have more than one virtual card?

Yes, create as many as you like. Common: one per subscription.

Can I give my card a nickname?

Yes, name it anything (AWS, Notion, Team Travel). Change anytime.

Can I use my card for one-off purchases as well as subscriptions?

Yes, both.

What do I do if 3DS is triggered on an online payment?

OTP sent to phone + security question. Biometric auth coming soon.

Why do you need my date of birth and phone number?

DOB: Visa requirement. Phone: OTP for 3DS. Not used for marketing.

Can I add my card to Apple Wallet or Google Pay?

Not yet, on roadmap.

Still have questions? Contact our support team at help@seapoint.co or message us on Slack — we're here to help.

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