Inviting a Colleague to Add a Credit Card
If you don't have access to the company credit card yourself, you can easily invite a colleague who does have access to complete these details instead. Simply share a link with them that allows them to enter the details. They don't even need a FreightSimple account themselves to do this.
First, click 'Credit Cards' under the Financial tab in the top menu, and select the option to "Click here to invite someone else to add it"
Then in the popup, copy the link provided. You can send this link to them any way you like - via email, or through a chat app like Slack or Microsoft Teams
Your colleague will open the link and be prompted to securely enter the credit card details
After your colleague has submitted the details, you will be able to book shipments and charge them to that credit card.