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/03·Payments And Invoices

Inviting a colleague to add a credit card

Don't have access to the company credit card yourself? You can invite a colleague who does to add it for you. Share a secure link, and they can enter the card details without needing a FreightSimple account of their own.

How to invite a colleague

  1. Open Credit Cards

    From the top menu, go to Financial → Credit Cards.

    The Credit Cards page open from the Manage Company menu in the FreightSimple Dashboard.

  2. Click the invite link

    On the Credit Cards screen, click Click here to invite someone else to add it.

    The Credit Cards screen with the link to invite someone else to add a card.

  3. Copy and share the link

    A popup appears with a secure link. Copy it, then share it with your colleague however works best: by email, or through a chat app like Slack or Microsoft Teams.

    The popup showing the secure invite link ready to copy.

  4. Your colleague adds the card

    They open the link and are prompted to securely enter the credit card details.

    The secure form where your colleague enters the credit card details.

Related articles

Need a hand? If the invite link isn't working or your colleague runs into trouble, our team can help.
Contact support →

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