CleverCards

Employee Benefit Cards vs Business Cards: choosing the right CleverCard

Card and order limits

Viewing and downloading your Business Portal account statement

Fees when purchasing and funding cards

Adding funds to your business account

Issuing CleverCards in multiple currencies

Viewing your total account balance (Business Card accounts)

Viewing your balance (Employee Benefits only accounts)

Can you delete my business account?

How to get a refund of Business Portal funds that haven't been loaded onto a CleverCard

Refunding unused funds in your Business Portal

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Louise Bready

Managing your business account

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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.

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

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

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

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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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