---
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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1. [Help Center](https://knowledgebase.kleercard.com/?hsLang=en)
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3. [Admin Guide](https://knowledgebase.kleercard.com/getting-started?hsLang=en#admin-guide)

# 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 the account needs a user profile. Adding a user does not issue them a card; that is a separate action.

### Step 1: Add users

1. Click **Settings** on the menu, and confirm your Company Profile Company Address is your preferred mailing address prior to adding team members. The Company Profile address is where cards mail to by default.
2. Once confirmed, select **Users from the menu on the left**.
3. Click **Quick Add** in the upper right.
4. Enter each person's name and email. Phone numbers are optional; users are prompted to add a mobile number the first time they log in.

**Tip:** The name on a user's profile is the name printed on their 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. |
| **Admin** | Company-wide 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.

**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.

### [Once your team is added as users, you're ready to issue their cards! Click here to proceed.](https://knowledgebase.kleercard.com/getting-started-for-admins-request-approve-and-activate-cards?hsLang=en)

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