Log In to Flex: First, sign in to your Flex account by clicking here.
Navigate to Team: Use the left-hand navigation menu to locate the “Team” option.
Invite a Team Member: Click on the “Invite Team Members” button, located in the top right corner.
Fill Out the Information: Enter the required information to invite a new member, including their First Name, Last Name, and Email.
Assign a Role: Choose a role for the new member from the available options. Each role grants different permissions within the account.
Admin Full - Full account access; open bank accounts, invite and manage users, manage debit and Credit cards, make payments on credit card. Can transfer funds, send domestic ACH/wires, and approve requests to transfer funds and send domestic ACH/wires, update all user/role settings, manage integrations.
Admin Limited - All admin functionality except issuing debit cards and transferring funds within Flex Banking. Limited access Admins can submit requests to send payments from Flex Banking.
Employee - Can view transactions on credit cards issued to them, can freeze or unfreeze their cards, dispute transactions, upload receipts and add memos.
Bookkeeper - Can view all account transactions, download statements, view memos, download receipts. Cannot make any transfers or transactions.
Create a Virtual Card (Optional): If needed, you can create a virtual card for the new team member. This allows them to start using the card once they accept the invitation.
Set Card Details: Provide a name for the card and choose the limit type, such as Daily, Weekly, Monthly, Quarterly, Yearly, or Unlimited, based on your requirements.
Set Limited Categories of Spend (Optional): If necessary, you can specify categories for the card's usage, such as Fuel and Gas, Equipment, etc. Multiple categories can be selected per card.
Set Termination Date (Optional): If desired, select a date for the card to automatically stop working.
Send Invite: Finally, click on the “Send Invite” button to send an email invitation to the new team member.