Empower your team members with greater control over their financial management through our Team Members' Cards Dashboard. This new tool allows individual users to manage their own budget and subscription cards with ease and flexibility.
Key Benefits
- Personalised Card Management:
- Team members can now manage their own cards, giving them direct oversight of their financial resources and responsibilities.
- Unified View of Cards:
- The dashboard displays both the in-store primary card and secondary budget + subscription cards, providing a comprehensive view of all personal and budget-related cards in one place.
- Link Budgets to In-Store Cards:
- Users can easily link their budgets to the in-store card, mimicking the functionality already available on the Weel native app. This ensures seamless integration and management of funds.
- Real-Time Balances and Statuses:
- Team members can see available balances and the status of each card (active or frozen), enabling better financial planning and control.
- Enhanced Visibility and Control:
- By providing detailed card information and the ability to link budgets, users gain enhanced visibility and control over their spending.
How to Use the Team Members' Cards Dashboard
Accessing the Cards Dashboard
- Navigate to the Payments Section:
- From the main menu, select Payments.
- Open the Cards Dashboard:
- Click on Cards to access the new Cards Dashboard specifically designed for team members.
Managing Your Cards
- View Card Details:
- The dashboard displays all your cards, including the in-store primary card and secondary budget cards. Click the link on any card to view its details.
- Link Budgets to In-Store Cards:
- To link a budget to your in-store card, first find the desired budget card and click "Link budget to primary card". Follow the prompts to complete the linkage, ensuring your in-store card is connected to the appropriate budget.
- Check Balances and Card Status:
- The dashboard provides real-time information on available balances and the status of each card (active or frozen). This information is readily visible, allowing you to manage your funds effectively.
The new Team Members' Cards Dashboard is designed to give individual users greater autonomy and control over their financial management. With the ability to manage budget and subscription cards, link budgets to in-store cards, and view real-time balances and statuses, team members are better equipped to handle their financial responsibilities.
We hope you find the new Cards Dashboard intuitive and beneficial. For any questions or further assistance, please contact our support team. Enjoy managing your cards with ease!
