Vanessa
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Recent activity by Vanessa-
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...
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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...
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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 ...
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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....
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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: 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...
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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....
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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...
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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...
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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...
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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...