People: the Essential Ingredient

What employees should you invite to use charge cards?

The decision of who to invite to use charge cards in your company should be based on several factors, including job roles, responsibilities, and the specific needs of each person or department.  Executives and managers benefit from charge cards for business, travel, and client entertainment expenses. Sales teams need charge cards for client meetings and sales activities.

Check out our Determining Charge Card Recipients article for additional considerations. 

Inviting Employees As an admin, one of the first things you’ll do when setting up your Finfare account is to invite employees. Select Invite Employee from the People view. Select Employee Role.  *** Note *** In most cases, you’ll select “Employee” as the role. Learn more about employee roles. Send Invite

An email will be sent to the employee inviting them to set up their account.

Note: the employee needs to finish creating an account before you can issue them a card. 
The employee will need to click on “Set Up Account” in the email received and fill out the account creation form. 

Once they’ve completed this step, you will see the employee added under People.
You can then begin creating charge cards.

Bulk Invite

If you have a bulk of employees to invite, we recommend using bulk invite to invite multiple employees faster. 

• From the “People” view click “Invite Employee” 
• Click “Bulk Invite” at the bottom
• Click “download here” to download CSV template
• Enter the employee email addresses on each line
• Enter the employee’s role:
  • Employee
  • Accountant
  • Admin

• Once saved, drag and drop the file into dotted space

In most cases, it is recommended to add each employee to the “Employee” role. Learn more about employee roles with additional details on the functionality available within each role.

Freezing Users

Freezing a user either temporarily or permanently is a beneficial feature to help manage spend, fraud, and/or identity theft, especially when a user is out of the office or on leave for an extended period. Freezing a user will also freeze any cards assigned to them.   Only Admin roles have the ability to freeze/unfreeze users.

To freeze a user: Select “People” from the menu Click on the user you’d like to freeze A popover box will appear  Toggle “Freeze User” Click to “Confirm” your selection

How to Terminate Users

Terminating users is recommended when an employee is no longer with your company. 

The Finfare Executive Card is issued by Cross River Bank, Member FDIC