Once you've created a group, you can add and manage team members. All team members with the Admin or Viewers role will have access to all your groups by default, so you don't need to add them.
Learn more about what groups are
Learn more about assigning roles to your team
How do I add team members to groups?
To add a team member:
Go to the group you want to add them to — this is on the Home screen under Main Group at the top
After selecting the group from the dropdown, select Members
Select Add team members to this group
How can I restrict team members to only spend from groups instead of the Main Group?
Go to Team
Select the team member and check the box for Group-only spending
They'll lose access to any existing cards that aren't linked to the groups you've given them permission for.
What happens if a team member’s role is changed?
If a team member’s role is changed from Admin to Employee, or from Employee to Admin, any cards tied to any existing groups can still be used normally.
If a team member’s role is changed from Admin or Employee to a role which doesn't have the permission to order cards, all their cards will be deleted.
What happens if a team member leaves the company or their account is suspended?
When a team member leaves the company, an Admin can remove them from the business account, which will remove them from all groups they were added to. All cards associated with them will be deleted — this can't be undone.
If a team member’s Wise profile is suspended by Wise for any reason, their cards will be deleted and they won’t be able to spend from your business account. If this happens, please get in touch.
How many cards can team members order for each group?
Users with the Admin or Employee role, or with a custom role that can order cards, can:
order up to 3 digital cards per day
hold up to 3 active digital cards at any point in time
How do team member spending limits apply within a group?
Spending limits are set for each team member.
A team member's limit applies across all cards they have. Currently, it’s not possible to set spending limits on a card or group level. Admins can change spending limits from the Team page.
How can I see all the cards linked to a group?
Admins can see all cards linked to a group from the group's Cards tab.
Employees, or team members wothout permission to view the team, can only see their own cards within a group — they can’t see other team members' cards.