How to set up and change a team member’s payment limits
How to set up and change a team member’s payment limits
You can set or edit control limits for Collaborators in the app.
You can set both a monthly card spend limit and a daily bank transfer limit. Any card payment attempted over the limit will be declined and any transfers that go over the member’s daily limit are sent to the Admin(s) for review and approval.
To change a business member’s limits:
Tap the 'Home' icon in the bottom menu.
Scroll down and tap on 'Team members'.
From there you can tap each business member to see their current limits as well as change them.
If you encounter any problems with limits, please get in touch with us.
