How do I create a new employee Card

Pre-requisites 

  • Before creating a card, you will need to invite user to the platform. https://knowledge.paytron.com/how-do-i-invite-a-new-user
  • Once a user has accepted the invite and created a user profile, you will need to add them to an approved budget. 
    ( Add in support article )

    Note: You must have Card manager permissions to create a card.
 
1.   Log into the Paytron Platform 
 
2.   Click on Cards
 
 
3.   Click on Create card
 
 
 
4.    Select employee card 
 
 
5.   Select card holder
 
6.   Select the budget that budget you would like the budget to come from > Click create card
 
7.   Card holder will received an email to activate their card.
https://knowledge.paytron.com/ive-received-an-activating-your-card-email.-whats-next