Business Portal: users, roles and permissions

The business portal has two roles: User and Administrator.

Users can search, export, and view information, as well as resend cards and edit email addresses for card resending. However, they cannot issue, unload, or reload cards, or add, enable, or disable other user profiles.

Administrators have full access. They can issue, unload, and reload cards; view and export reports; and manage other user profiles by adding, enabling, or disabling them.

Currently, it is not possible to restrict managers to viewing only the cards issued to their own employees. Once someone is assigned the User or Administrator role, they can view all orders. However, visibility can be restricted by limiting access to either the Employee Benefit or Business Card sections, depending on your requirements.

Inviting a new user

To invite a new user to the Business Portal:

1. Go to the Business Portal: https://business.clevercards.com/
2. Log in using your email address and secure password.
3. Navigate to Account Settings > Users.
4. Click Invite New User.
5. Enter the new user’s details.
6. Click Send Invitation.
7. The new user will receive an invitation by email immediately and can follow the instructions to complete their account setup.

Resending an access invitation

If an invited user has not received their access email, an Administrator can resend it from the same Users screen.

1. Go to the Business Portal: https://business.clevercards.com/
2. Log in using your email address and secure password.
3. Navigate to Users on the left-hand side of the screen.
4. Find the employee’s email address that did not receive the invitation.
5. Click the three dots (...) in the Actions column.
6. Select Resend Invite.
7. A notification will confirm that the invitation was resent successfully.

Removing a user

An Administrator can disable or delete a user from Settings at any time.

1. Go to the Business Portal: https://business.clevercards.com/
2. Log in using your email address and secure password.
3. Navigate to Account Settings > Users, located at the bottom left of the screen.
4. Find the user you want to disable and click the three dots (...) in the Actions column.
5. Select Disable.
6. If you also want to permanently delete the user, click the three dots (...) again and select Delete.

If your company already has an account

If your company already has a Business Portal account, you do not need to create a new one. Ask your company's account Administrator to invite you as a user instead.