Click Settings under the Personal tab to access your personal settings.
Personal settings include the following sections: member details, activity, and notifications.
If you need to change your password, click Change Password to adjust it.
Owners and admins can adjust their own member details. If you're a member, reviewer, or accountant, there isn't an option to edit these details.
Admins and owners find options to edit:
- First Name
- Last Name
- Phone Number
- Employee ID (Optional)
- Custom field (i.e., Company Code)
- Custom field (i.e., Department)
This section shows the date and time of the last member login.
The notifications section includes the four subsections: purchases, tasks, cards, and bank transfers.
Click Edit to adjust notification settings.
Receive a notification when you make a purchase. As a cardholder, choose to be notified via email, sms, or both about any purchase over a certain dollar amount.
If a transaction is declined, choose to be notified via email, sms, or both.
Owners, admins, accountants, managers, and reviewers can be notified about transactions for any card that they manage.
All members can choose to be notified by email, sms, or both about suspicious or fraudulent activity related to transactions for their cards.
Task notifications are related to collecting receipts, purchase requests, and weekly reminders.
Choose to collect receipts for your transactions via email, sms, or both.
Owners and admins can choose to be notified via email when a purchase request requires approval.
Choose to receive a weekly email informing you of your assigned tasks.
Choose to be notified via email or not at all when one of your cards is created, suspended, or both.
Owners and admins find this option for all cards associated with your account.
Owners and admins can choose to be notified via email, sms, or both when funds are transferred to your account.