Add staff members to your KleerCard account and edit existing users.
A team member is anyone you would like to have access to a KleerCard account. You can provide them with their own role (employee or admin) and set approvers to give your team leaders approval privileges for card requests.
Team members don't have to be employees, you can also add volunteers and they will be able to make requests for cards and access their card information.
To add team members, navigate to Settings and "Manage users". On this page, you will see a list of your team members, their role, and their approver.
Click "Add user" to create a new user. This opens a pop-up that allows you to enter your team member's information.
Here's what you need to know about adding a user.
Email: Every user will need a unique email. The same email cannot be used twice.
Phone: This will be used to 2FA verify the users account so using a mobile number here is recommended.
Role: You have 3 options here.
- Employee: Can access only their cards, charges, and requests, manage their personal details and login details.
- Site Admin: Have employee privileges, plus they can see all cards and charges at their site. This isn't commonly assigned unless you have multiple sites built in KleerCard Settings.
- Company Admin: Can access all cards and all charges in your account, plus they have access to Wallet, Vendors, Bill Pay, Statements, and Settings. Only a limited number of users should have admin access.
Accounts payable role: You have 2 options here.
- AP Admin: This is a paid seat that allows the user to create and manage vendors, reimbursement request forms, and enter bills for payment.
- Approver: This role allows an AP admin to designate an approver in their approvals chain for bill pay and reimbursements. This role reviews pending bills and reimbursements and approves them for payment. There is no fee for this role and you can have an unlimited number of approvers.
Site: This applies to organizations that have multiple locations requiring separate accounting integrations.
Address: You can enter either the organization's business address or the individual's home address. This address is where the cards will be mailed and it is also the billing address to be used at checkout as part of the card's address verification.
Contact us at support@kleercard.com for additional support.