Refer to the following article for details on how to add a user: How do I add a user?

Refer to this article that addresses a similar question: What permissions do I apply to create a card for a user without granting access to company information?

Why is this page important?
Understanding the necessary permissions for card access helps organizations ensure that users can effectively manage their cards while maintaining control over sensitive financial processes.

Next Steps:

1. Review existing user roles and permissions to determine if adjustments are needed for those who will only have card access.

2. Communicate with relevant stakeholders to ensure that permissions align with organizational policies and security protocols.

3. Regularly audit user permissions to ensure compliance and proper access control.

Accountants:
Accountants should work closely with administrators to establish appropriate permissions that support financial governance while allowing users to manage their cards effectively.

Multi Businesses:
For businesses managing multiple accounts, it is crucial to implement consistent permission structures across all entities to maintain oversight and accountability in card management.

Related FAQ Articles:

• What permissions need to be applied for a user to create payments?

• What permissions need to be applied for a user to view payments?

• What permissions need to be applied for a user to create recipients?