Adding admins & team members to your PEX account

Learn how to add admins and team members to your PEX account. This training video walks administrators through inviting new admins, setting permissions and adding existing admins across multiple accounts. What's covered: 00:01 – Introduction 00:07 – How to invite a new admin in the Team Members tab 00:23 – Required fields for sending an admin invite 00:36 – Overview of admin permissions 00:41 – Administrator view permission 00:50 – Add, edit and terminate administrator permission 00:59 – Request and delete ACH transfer permission 01:05 – Edit business profile permission 01:12 – Create cardholder permission 01:17 – Manage cardholder permission 01:29 – View card usage permission 01:35 – Card funding permission 01:40 – Modify transaction notes permission 01:51 – Read-only access explained 02:01 – Inviting a new admin to multiple accounts at once 02:13 – Adding an existing admin to a new account ❓Frequently asked questions: How do I invite a new admin to my PEX account? → Go to the Team Members tab and click "Invite Admin" in the top right. Fill in the first name, last name, email and address — then set their permissions and send the invite. What information is required to invite a PEX admin? → First name, last name, email address and a physical address. You can auto-populate the office address on file — no need to use their personal address. What permissions can I give a PEX admin? → You can grant any combination of: administrator view, add/edit/terminate admins, request/delete ACH transfers, edit business profile, create cardholders, manage cardholders, view card usage, card funding and modify transaction notes. What happens if I don't assign any permissions to a new PEX admin? → They will have read-only access, meaning they can only view and download reports and statements. How do I add an existing admin to a second PEX account? → Go to the Team Members tab, click the ellipsis next to "Invite Admin" and select "Add Admin from Linked Account." Choose the account they're already on, check their name and hit Add. Can I invite one admin to multiple PEX accounts at the same time? → Yes. When sending a new invite, you can select multiple accounts under the permissions settings to add them to all chosen accounts at once. Get started at: dashboard.pexcard.com #PEX #PEXcard #PEXAdminTraining #ExpenseManagement #SpendManagement #FinanceTraining #PEXadmin