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How do I add users to Spend Management?

You can add users to Spend Management at any time using online banking. You must be a business owner, administrator, or department leader with full access.

To add users to Spend Management using online banking

  1. Select your U.S. Bank Business Altitude™ Power Card account.
  2. In the Spend Management tile, select Go to Spend Management.
  3. In the Users section, select Add user.
  4. Choose the card type for the new user, then select Next.
    See also: How do I add an employee or utility card in Spend Management?
  5. Enter the user’s information, then select Next.
  6. You will need:
    • First name
    • Last name
    • Date of birth
    • Social Security number
    • Business email address
    • Phone number
    • Optional: If you have a Spend Management Pro Plus plan, you can choose a department.
  7. Set the card controls, then select Next.
  8. Check the business mailing address and choose a shipping method, then select Next
    Note: Add one extra business day for the card to be printed and prepared for shipping.
  9. Review the details. If everything looks correct, select Add user & order card.

What happens next

After the user is added, an email is sent to:

    • The new user
    • Business owners
    • Administrators
    • Department leaders

To add users to Spend Management using the mobile app

  1. Open the Spend Management mobile app and sign in.
  2. From the menu, select Cards, then tap the Add card icon.
  3. Choose the card type:
    • Employee card
    • Utility card
  4. Choose the card format:
    • Physical (plastic)
    • Virtual
  5. Select Next.
  6. If you selected a Utility card, enter the card purpose and select Next.
  7. If you selected an Employee card, continue to the next step.
  8. Select Invite new user, then choose Next.
  9. Select the user role and enter the new user’s details.
  10. Set the desired card controls, then select Next.
  11. Review the card details. If everything is correct, select Order card.