To add a new user to your Equals Spend account you must be either a company controller or a controller on your account. On the online platform:
- Select “Users”
- Click “Add a new user”
- Enter the new user’s details, including a unique email address and their date of birth
- Select “Add user” at the bottom.
- Keep the “role” as “user” if they do not require administration rights. “Company controllers” have full access to the account while a “controller” can only see the details of the individuals assigned to them by the company controller. This is usually someone that manages a team such as a head of department.
Adding a user doesn’t automatically order them a card. If the new user needs a card, on the online platform:
- Select “Cards”
- Click “Order a new card”
- Follow the prompts
The card is free, but you must deposit at least £10, €13, or €15 at the time of order. The new card should arrive in 3-5 working days.