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    Company Settings Overview

    235 0 Created on 2019-06-03 01:45:42; Last updated on 2022-07-01 13:01:09

    As Company Administrator, you have the ability to manage company-wide settings for the whole company, in addition to teams and members, their source cards and accounting codes.

    

    Overview:

    This area gives access to the Company's basic settings:

    

    

    

    1. Adjust company name here

    2. Invite someone new, or promote an existing Team Owner or Manager

      1. Click X to remove/demote someone from Company Administrator role (will default to ser’s previous role, or basic member if none)

    3. Advanced company-wide settings

      1. Enable receipt upload for transactions: Allows users to upload and attach receipt images to transactions

        1. Also enables settlement report download option (.csv or .xls)

      2. Enable domain whitelisting: if enabled, you can control the allowable e-mail domain for your invited users

      3. Pause creation and issuance of any new virtual cards across the whole company
      4. Set a default maximum approval limit for all approvers   (i.e. Managers and Team Owners)

    

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