Adding New Team Members

Website

Permission Levels: Admin - Full and Admin - Limited

1. Log In to Flex Account: Access your Flex account by following this link.
2. Navigate to Team: Locate and select “Team” from the left-hand menu.
3. Invite a Team Member: Click the “Invite Team Members” button, located in the top right corner.
4. Fill out the Information: Provide the first name, last name, and email address of the new team member.
5. Assign a Role: Select the appropriate role based on the level of access needed:
   1. Admin - Full: Full account access. Can open bank accounts, manage users, issue and manage cards, make and approve payments, transfer funds, and manage integrations.
   2. 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.
   3. Employee - Can view transactions on credit cards issued to them, freeze/unfreeze their card, dispute charges, upload receipts, and add memos.
   4. Bookkeeper - Can view all account transactions, download statements, view memos, and download receipts. Cannot make any transfers or transactions.
6. Create a Virtual Credit Card (Optional): If needed, issue a virtual credit card to the new team member. This allows them to start using the card once they accept the invitation.
   1. Card Purpose: Provide a name for the card.
   2. Limit Type: Select the desired limit type (daily, weekly, monthly, quarterly, yearly, or unlimited).
   3. Spending Limit (Required for Limit Types other than “Unlimited”): Specify the spend amount the card can be used for.
   4. Accounting Category (Optional if you have Quickbooks Expenses and Accounts Payable integration): Identify the category that best corresponds to the transaction type of this card.
   5. Set Limited Categories of Spend (Optional): Restrict card usage to specific categories like Fuel or Equipment. Mutiple categories can be selected.
   6. Set Termination Date (Optional): Set a date for the card to automatically deactivate.

7. Send Invite: Finally, click on the “Send Invite” button to send an email invitation to the new team member.

    

Mobile App

Permission Levels: Admin - Full and Admin - Limited

1. Log in to Your Flex Mobile App:
   1. To Download the Flex Mobile App:
      1. Access the iOS App Store here.
      2. Access the Google Play Store here.
2. Navigate to Account: Tap on the “More” tab in the bottom navigation bar.
3. Invite a Team Member: In the “Team Members” section, tap the arrow to start the invitation process.
   1. Fill out the Information: Provide the first name, last name, and email address of the new team member.
   2. Assign a Role: Select the appropriate role based on the level of access needed:
      1. Admin-Full - Full account access. Can open bank accounts, manage users, issue and manage cards, make and approve payments, transfer funds, and manage integrations.
      2. 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.
      3. Employee - Can view transactions on credit cards issued to them, freeze/unfreeze their card, dispute charges, upload receipts, and add memos.
      4. Bookkeeper - Can view all account transactions, download statements, view memos, and download receipts. Cannot make any transfers or transactions.
4. Send Invite: Swipe up on the screen to send the invitation.

Note: Virtual credit cards cannot be issued during the invitation process when using the mobile app.