How do I invite new employees to the platform?

Why is this useful?
Instead of giving employees cash, Unzer Financial Services lets you create virtual credit cards for your employees, which they can then use via their mobile phone for business expenses.

Here you'll learn how to invite employees.

If an employee is to use a card or manage expenses, this person must first be invited to the platform. To do this, you create a new user.

The person then receives an invitation and can sign in themselves.

1. Open the area for employees or user management.
2. Click on the function to invite or add a new employee.
3. Enter the contact details, for example name and email address.
4. Optional: Add a cost center. This helps accounting later assign expenses correctly.
5. Select the role. For regular card users, select "Card user", for example.
6. Review the details once more.
7. Send the invitation. The employee will then receive an invitation to the platform.