At a glance
Credit card holders can be invited by admins through the User Management.
Important
Before a company can issue a new credit card for an employee, the employee must be invited to Circula, be authorized to use the credit card and the employee must have provided a valid mobile phone number. Otherwise, the admins will not be able to issue a card to the employee.
How do I invite new credit card users to Circula?
Click on the āUserā tab under the menu item āUser Managementā and remain in the āActiveā tab. Click on the yellow plus at the bottom right.
Adding new credit card users.
Once you have entered all the details, move the āCredit card userā slider to the right. Here you can enter details about the credit card. Then click on āSend invitationā.
Details for the credit card user.
How do I assign credit card rights for existing users?
Click on the āUserā tab under the menu item āUser Managementā and remain in the āActiveā tab. Click on the name of an existing user.
Details for existing users.
Make sure that the slider under āCredit card userā is on the right-hand side, and then click on āSaveā.
Assigning credit card usage to an existing user.
Important
Make sure that you enter the name for the issued credit card correctly.
If the respective user already exists on Circula and has added the phone number, you will automatically be able to see the phone number in the āPhone numberā field.
Do you still have questions?
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