CleverCards

Madalina

Cardholder Support

Getting your CleverCard activated: what to expect

Device compatibility: is my phone compatible with the CleverCards App?

Trouble activating your CleverCard

I haven't received my CleverCard email

Getting started with your CleverCard

Paying with your CleverCard: in-store, online and split payments

3DS and SCA verification for online payments

Top-ups, transfers and cash: what your CleverCard can and cannot do

Fees on your CleverCard

Using your CleverCard

Your PIN: what it is, resetting and updating

Logging into the CleverCards App: passcodes, Face ID and troubleshooting

Viewing your cards, balance and transactions in the app

Lost, stolen or new phone: keeping access to your CleverCard

Changing the phone number linked to your CleverCard

Card expiry, replacement and account closure

How do I archive or unarchive a CleverCard?

How do I freeze/unfreeze my CleverCard?

Can I change the currency of my CleverCard?

How do I turn on/off push notifications on the CleverCards app?

Can I give my Employee Benefits CleverCard to someone else?

Can I change the billing address on my CleverCard?

How do I update my email address?

Card and account management

Declined transactions, locks and card errors

Refunds on your CleverCard

Pending transactions and authorisation holds

Fraud, disputes and chargebacks

Transactions, declines and refunds

Security and data protection: how CleverCards keeps your card and information safe

Can my employer view the transactions I make?

Security, privacy and your data

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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