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    Team Owner Navigation

    213 0 Created on 2019-06-03 04:26:50; Last updated on 2022-07-01 13:01:09

    The Team Owner role has specialized access and functionality.  


    The basic navigation menu is below.  See individual articles regarding each option for more details:
    

    

    

    

    1. Dashboard is where you land at login, and will display quick details for your team

    2. Your Wallet provides access to your own virtual cards, and a limited view access to all other cards for your team

    3. Your Approval tray is where you will find any requests pending your approval (you will also receive e-mail notification with clickable access)

    4. Manage Settlements is where to view and manage your team’s transactional activity

    Viewable only if “Enable receipt upload for transactions” is enabled in Company Settings>Overview - contact your Company Administrator to request enablement

    1. To create a new request for a virtual card, click Create Request

    2. Team Settings is where to manage your team’s  Settings, Source Cards, People and view your team's Accounting Codes

    3. Support provides answers to frequently asked questions and includes an option to contact Go Support

    4. Logout button, to exit the system and keep your virtual wallet secure

    

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