Team Admins have additional access in the Conferma Pay App. If you are a Team Admin, you will see the Teams option in the App Menu.
Admin level access is granted by your Corporate Administrator on a team-by-team basis. You can be a member of many Teams but may not be a Team Admin for all of them.
As a Team Admin, you can navigate to a listing of Team Members via the Teams option in the App Menu. If you are a Team Admin for multiple Teams, you can select which Team you'd like to view. This will show you the following information about each member of that Team:
Activity indicator—a colour coded status indicator of the Team Member containing their initials. This indicates active status in the Team , an inactive Team member in one Team could be an active Team Member of another Team.
Light blue = Active. The Team Member is able to view and receive cards.
Red = Inactive. The Team Member is no longer active, based on the Activation Dates entered when they were added as a team member.
Grey = Not Registered. The Team Member needs to register for the app.
Team Member name—the forename and surname of the Team Member as entered by the end user during registration.
Team Member email—the email address of the Team Member.
Tap into an individual Team Member to view their:
Profile Details—Team Member name, active status, and any preconfigured Custom Data Fields for the Team.
Active Cards—lists all current active cards for the Team Member for the specified Team.
Expired Cards—lists all historic cards for the Team Member for the specified Team.
You can also navigate into a Team Member's card to view details of the card, transactions, and receipts. The first 12 digits of the card number and the CVV number are masked for security.
You can add another Team Member to your Team in the Conferma Pay App.
From App Menu > Teams, select the + symbol in the top-right.
This will take you to the Add a Team Member form. Enter the Team Member's email address in the Email field. The optional Activation Date and Deactivation Date fields allow you to set specific dates for the Team member to be part of that Team.
Choose which approval band should be assigned to the Team Member by tapping Select Approval Band. This will allow you to choose from the approval bands configured against the Team.
Add any individual profile level Custom Data Fields. Any Custom Data Fields applied to the Team by your Corporate Administrator are shown here and you cannot remove or edit these.
If the Team Member you are adding is not registered, you can also choose to have Conferma Pay send an invite to the email address you provided.
You cannot assign another Team Member as a Team Admin, or remove Team Admin rights from another Team Admin.
Depending on your issuer, your Corporate Administrator may need to approve the addition of the Team Member. If required, email notifications will be sent to Corporate Administrators to let them know that a Team Member is pending approval. In some instances, new Team Members may need to be approved by two Corporate Administrators.
While approval is pending, Team Members can receive cards but cannot access them to make payments.
Team Member Approval is a Card Issuer level setting and cannot be individually enabled or disabled by a Corporate Administrator. A Corporate Administrator with access to multiple Card Pools from differing Card Issuers may experience a different Team Member management workflow dependent on the Card Issuer.