Employee Invitations

An Admin user may add an employee to their Finfare Organization at any time. An Employee invitation is required from the employee's Organization before a Physical or Virtual card may be created for an employee. This article will provide user instructions for managing employee invitations, including Roles and permissions.

Employee Roles

Each employee invitation must be assigned one (1) of the following roles:

Admin – Full Access to all user transaction reporting, as well as organization settings, and create and manage cards, and employees accounts.
Accountants – Access only to connect Banking and Accounting software, viewing reports, and can only Freeze or Unfreeze Cards.
Employees – Access to reporting only on the cards that are issued to them, and their User Account settings.

Add New Employee

The following steps provide details to invite a single user to Finfare.

Login to your Finfare account at https://business.finfare.com/login
Click the People link in the left Navigation bar
Click the Invite Employee button in the top right corner
In the Invite Employee Panel that appears, select the desired Role and enter the email address for the new employee
Click the Send Invite button

An email invitation will be sent to the employee to join their Finfare Organization. Employees will need to accept the invitation and complete their account setup before they are able to access their account. Invitations expire in 14 days if they are not accepted. See Manage Invites for details on resending or removing employee invitations.

NOTE: Remember to have the employee check their Spam folder if the email does not appear in their Inbox.

Bulk Invite Employees

If you wish to invite multiple employees at the same time, you can do so by uploading a list of employees with their Role and Email Address in CSV formatted file.

The following steps provide details to invite multiple users to Finfare with a CSV file bulk upload.

Login to your Finfare account at https://business.finfare.com/login
Click the People in the left Navigation bar
Click the Invite Employee button in the top right corner
In the Invite Employee Panel that appears click the Bulk Invite
Upload the CSV file that includes 2 Columns: Email and Role. (You can download a sample template: {Link to Template}

Important: Make sure the CSV file is properly formatted, with the correct Email Addresses and Roles, your upload will be immediately processed, and invitations sent to new employees.

Manage Employees

On the People page you can view each Employee that has accepted an invitation. Filters are available to view Active, Frozen, or Terminated employees (See below), as well as search by employee name.

Employees can 1 of 3 status:

Active -->
Frozen -->
Terminated -->

View Employee Details

Admins and Accountants can view details about Employees, such as their Account Status, or Status and Spend for issued cards.

To view Employee Details, follow the steps below.

Login to your Finfare account at https://business.finfare.com/login
Click the People in the Navigation on the left
Click on the name for your desired Employee to access the Employee Details Panel.

Edit Employee

You can update an Employee’s Role or Status from the Employee Details Panel. To make changes to your Employees, follow the steps below.

Login to your Finfare account at https://business.finfare.com/login
Click the People in the Navigation on the left
Click the name of the desired Employee
In the Employee Details Panel, click the Edit Icon (✏️) in the User Details section to update the employee’s role.

You can also Freeze or Unfreeze an employee’s account by toggling ON or OFF the Freeze User Advance Control.

Terminate an Employee

If an Employee no longer requires access to Finfare Organization, Admins can Terminate their User Account. Following the below to terminal an Employee.