How do I add and manage the users in my Devote account?
How to add users to your Devote account:
Log in to your Devote account
Navigate to the 'Team Dashboard' using the button at the top of the main dashboard
From here, click 'Add a Team Member'
Select a user from the dropdown, or invite a new user with their email address
Select the user's role and team
Choose whether you want to request the card right away
Click 'Invite'
How to manage users in your Devote account:
Log in to your Devote account
Navigate to the 'Team Dashboard' using the button at the top of the main dashboard
From here, you can view each team and its assigned members, each user's transaction history, card information, and functional expense role. Click on the edit symbol to manage a user's functional expense role.
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