I was invited to join a Devote team, what is next?
If you are an admin:
If you have been invited to join a Devote team and are an admin in your organization, the next step is to create your account. Devote will send you an email invitation with a link to sign up. Clicking the link will take you to the Devote Web app, where you can finish creating your account by providing your full name and phone number. Once you have created your account, you can access your organization's dashboard and start managing your expenses.
What you can do as an admin:
Add and manage team members
Request and manage cards for team members
Create and manage budgets
View and edit organization settings
Assign user roles and permissions
Manage connected bank accounts
Generate reports for internal and external use
Monitor expenses and ensure compliance with regulations
Update the organization's name and address
Invite additional administrators to the organization
View their organization's expense history
If you are a manager:
If you have been invited to join a Devote team and are a manager over a team in your organization, the next step is to create your account. Devote will send you an email invitation with a link to sign up. Clicking the link will take you to the Devote Web app, where you can finish creating your account by providing your full name and phone number. Once you have created your account, you can access your team's dashboard and start managing your team’s expenses.
What you can do as a manager:
Add and manage team members
Request and manage cards for team members
Create and manage team budgets
Monitor expenses and ensure compliance with regulations
View their team's expense history
If you are an employee:
If you have been invited to join a Devote team and are an employee in your organization, the next step is to create your account. Devote will send you an email invitation with a link to sign up. Clicking the link will take you to the Devote Web app, where you can finish creating your account by providing your full name and phone number. Once you have created your account, you can access your personal dashboard, view your personal and team budget, and your personal card transactions.
What you can do as an employee:
Request a Devote card
Add and track expenses
Monitor their personal and team budget
View their card transaction history
Update their personal information such as name and phone number
Add receipts to expenses
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