Owners and admins can easily see who has access to the business credit card portal and their respective access levels.
Who can use this feature
- Owner
- Admin
Step-by-Step guide
- Go to the Team section (left menu navigation).
- Review the list of team members. It includes the following details for each team member:
- Member info – Name and email address.
- Access level – Their access level in your portal.
- Card – A link to view or create a card for the member.
- Actions – Options to remove or edit a team member.
Related help articles
Invite a team member
Edit a team member
Remove a team member
Access levels overview