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For Partner administrator

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
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Please fill out the contact form below and we will reply as soon as possible.

  • For users (New app)
    Get started - Users Settings - Users Expense and reports - Users Corporate cards - Users Other - Users What is new in the new app?
  • For users
    Settings – Users Expense and reports – Users
  • For administrators
    Get started – Administrator Settings – Administrator Expense and reports – Administrator Corporate cards – Administrator Other – Administrator
  • For Partner administrator
    Settings – Partners Consultant – Partners Other – Partners
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Settings – Partners

  • How do I add new partner administrators to our partner?
  • How do I disconnect an organization from our partner?
  • How can we add new organizations to our partner?
  • How can we create a template on our partner that we can use when we set up new organizations?
  • How can we design our partner with our colors and logo?
  • What does support role on the partner mean?
  • How do I activate Review mode for my organization or partner?

Consultant – Partners

  • How can I add an consultant to an organization?
  • How can I remove an consultant from an organization?
  • What is the difference between a partner administrator and consultant?
  • Can consultants be approvers?

Other – Partners

  • I forgot to choose the template when I created a new organization on our partner. Can I add it afterwards?
  • Where can I see which companies are connected to our partner?

Popular Articles

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  6. How do I add the tab "Ready to send" under reports?
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  8. How do I manage users?
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