Spend Management business owners, admins, and department leads on the account can add new users.  

1. Select the Add user button.  
2. Choose the type of card for the new user from the options listed and select Next.  
3. Enter the required details of the user’s first name, last name, date of birth, social security number, business email and phone then Next. 
4. (Optional) For those on a Pro Plus plan, the account owner, admin, or lead may select a department to apply to the user from a list of existing departments and select Next.   
5. Set card controls for the new user, making sure that all required fields are completed, select Next. 
6. Confirm the business mailing address and select the shipping method. Please allow at least one additional day for card printing.  
7. Select Next.  
8. Review the card details. If everything looks correct, select Add user & order card. If not, choose Previous to edit details.  
9. A confirmation message will appear stating that the user has been added and will receive an email invitation.  
10. Once the new user is added successfully, business owners, admins, and department leads will receive email confirmation that a new user has been added to the account.