Edna Valencia
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Articles
Recent activity by Edna Valencia-
Restricted Countries
Users must be aware that Investar Bank Commercial Cards are restricted from use in the following countries:AfghanistanAlbaniaAlgeriaAzerbaijanBangladeshBelarusBrazilCameroonChinaCongo (The Democrat...
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How to edit user information (Date of Birth, Phone Number, Reporting Manager)
Admin users can edit a user's date of birth, phone number, and reporting manager. Here's how you can do it in just a few easy steps: Log in to https://app.cmlcard.investarbank.com.Navigate to the U...
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How to check a user's role and account access [admin]
Users immediately see their Role and Company next to their name on the dashboard when they log in.To check the Roles of other users, admins can click Users in the left-side menu.Each user's role is...
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How to Export the list of all users in the account [admin]
Admins can export a CSV file of the account's current users. Log in to https://app.cmlcard.investarbank.com.From the Dashboard, click Users on the left menu.On the Users page, click the Export butt...
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How to send a virtual card to a user
Admin users can send virtual cards to users. This can be done on their Investar Bank Commercial Card dashboard. Log in to https://app.cmlcard.investarbank.com.Navigate to the Users page on the lef...
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How to send a physical card to a user
Admin users can send physical cards to users. This can be done on their Investar Bank Commercial Card dashboard.Log in to https://app.cmlcard.investarbank.com.Navigate to the Users page on the left...
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Managing Investar Bank Commercial Card user roles
Admin users assign a certain role when adding an employee as a user. Each role has different restrictions to fit a company's approval workflow hierarchy. AdminAdmins have full control over the syst...
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How to add an additional user to the account
Admin users can add users to the account. Log in to https://app.cmlcard.investarbank.com.Navigate to the Users page on the left-hand side menu.Click the Create User button at the top-right side of ...
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How to deactivate a user
Admin users can deactivate users who no longer require an Investar Bank Commercial Card account. Log in to https://app.cmlcard.investarbank.com.Navigate to the Users page on the left-side menu.In t...
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How to make changes to a user's monthly spend limit
Admin users can modify a user's monthly spending limit at any time. Here's how: Log in to https://app.cmlcard.investarbank.com.Navigate to the Users page on the left-hand side menu.Click on the til...