Vanessa

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Activity overview

Latest activity by Vanessa
  • Vanessa created an article,

    How To Set Rate Mileage Settings [admin]

    Admin users can configure the Rate Mileage settings on their web app by following these steps. 1. Log on to https://app.elevatecard.ffb.bank/web.2. On the side menu, click on your company name, the...

  • Vanessa created an article,

    How To Add a Bank Account For Reimbursement [user]

    Users may add their bank account for reimbursement by following the steps below: 1. Log in to https://app.elevatecard.ffb.bank/web. 2. On the side menu, click on your company name, then choose Pers...

  • Vanessa created an article,

    How to add an additional user to the account

    Admin users can add users to the account. 1. Log on to https://app.elevatecard.ffb.bank/web.2. Navigate to the Users page on the side menu. 3. Click the Create User button at the top-right side of ...

  • Vanessa created an article,

    How to deactivate a user

    Admin users can deactivate users who no longer require an Investar Bank Commercial Card account. 1. Log on to https://app.elevatecard.ffb.bank/web.2. Navigate to the Users page on the side menu. 3....

  • Vanessa created an article,

    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: 1. Log on to https://app.elevatecard.ffb.bank/web.2. Navigate to the Users page on the side menu. 3. Click on the til...

  • Vanessa created an article,

    How to edit a user's department

    Admin users can edit the department of any user. Here's how you can do it in just a few easy steps: 1. Log on to https://app.elevatecard.ffb.bank/web.2. Navigate to the Users page on the side menu....

  • Vanessa created an article,

    How to edit a user's role

    As an administrator, you have the privilege to modify the roles assigned to individual users. The following steps explain how to edit a user's role: 1. Log on to https://app.elevatecard.ffb.bank/we...

  • Vanessa created an article,

    How to assign dynamic limits to new and existing users

    What is a “Dynamic Limit”?A dynamic limit is a feature that allows users to access a department’s full credit limit. Rather than assigning a hard limit for each user, the user will have full access...

  • Vanessa created an article,

    Managing FFB Bank Elevate 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...

  • Vanessa created an article,

    NetSuite Account Setup Instructions

    To integrate your Netsuite account with your FFB Bank Elevate account, you need to complete the steps below from your NetSuite account and FFB Bank Elevate account: In your NetSuite account1. Enabl...