---
title: Getting Started for Admins: Add Your Users, Administrators and Approvers
description: Add cardholders and administrators, choose user roles, enable cards before invites are accepted, and set card approval limits for approvers.
---

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# Getting Started for Admins: Add Your Users, Administrators and Approvers

## Invite your team, choose roles and set who can approve card limits.

Everyone who carries a card or helps manage your account needs a user profile. Adding a user doesn't issue them a card; you'll do that in the next article.

**Before you start: confirm your mailing address**

Click **Settings** on the menu and check that the address in your **Company Profile** is correct. Cards are mailed to this address by default. This is also a good time to check your organization's name as it should appear on your cards.

### Step 1: Add users

1. Select **Users** from the menu on the left. ([direct link](https://app.kleercard.com/portal/settings/users))
2. Click **Quick Add** in the upper right.
3. Enter each person's name and email address. Phone numbers are optional, since users are asked for a mobile number the first time they log in.

**Tip:** Enter each person's name exactly as it should appear on their card. The First and Last name on their profile is the name printed on the card.

### Step 2: Choose each user's role

| Role | What they can do |
| --- | --- |
| **Standard** | A cardholder. Manages their own cards and charges in the app and on the website: uploading receipts, adding descriptions and assigning accounts. |
| **Site Manager** | Can view and download charges for their site, without access to company-wide settings. |
| **Admin** | Full access, including settings, users, cards and all charges. |

Most organizations have one or two Admins (for example, the treasurer and a bookkeeper) and everyone else as Standard users.

### Step 3: Enable cards

Click the **three dots** on a user's row and choose **Enable cards**. This lets you issue their card right away, without waiting for them to accept their email invite.

### Step 4: Set Card Approval Limit for Admins

Any Admin who should be able to raise or lower card limits needs a card approval limit.

1. Click the **three dots** on the user's row and choose **Manage approvers**.
2. Enter a **card approval limit**. This is the highest card limit that person can approve or set.

### FAQ

**Do I need to add all purchasers as a user?** Not always. Regular purchasers should be users so they can use the mobile app and get instant charge notifications. For occasional or one-time purchasers, such as a volunteer running an event, you can share a virtual card instead.

[Why didn't my user receive their invitation?](https://knowledgebase.kleercard.com/why-didnt-my-team-members-receive-their-kleercard-invitation?hsLang=en)

### [**Next step:** Your team is set up. Now you're ready to request, approve and activate their cards.](https://knowledgebase.kleercard.com/getting-started-for-admins-request-approve-and-activate-cards?hsLang=en)

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