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
- Select your U.S. Bank Business Altitude™ Power Card account.
- In the Spend Management tile, select Go to Spend Management.
- In the Users section, select Add user.
- 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?
- Enter the user’s information, then select Next.
- 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.
- Set the card controls, then select Next.
- 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.
- 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
- Open the Spend Management mobile app and sign in.
- From the menu, select Cards, then tap the Add card icon.
- Choose the card type:
- Employee card
- Utility card
- Choose the card format:
- Physical (plastic)
- Virtual
- Select Next.
- If you selected a Utility card, enter the card purpose and select Next.
- If you selected an Employee card, continue to the next step.
- Select Invite new user, then choose Next.
- Select the user role and enter the new user’s details.
- Set the desired card controls, then select Next.
- Review the card details. If everything is correct, select Order card.