Audience: Neo1 Admin | Neo1 User | Primary Card HolderPurpose
In this article, let's explore how the virtual Card integration functions from end-to-end. Review the provided step and role-based overviews to manage expectations and gain an understanding of the what, when and who behind setup and use of virtual Cards.
Overview
End-to-End Overview (by steps)
Below, review the order of events, or steps to using virtual Cards. This will help your team to visualize the virtual Card experience as an admin/primary Card holder and spending team member.
End-to-End Overview (by role)
Below, review the action items to be taken by each team member from Card connection to spending. This will help your team better prepare to integrate virtual Cards. Ready? Let's gain an understanding of the goals/responsibilities...
As a Small Business funding cardholder:
- Connect your Small Business funding Card to Amex - via MYCA
- Issue virtual Cards to employees
As a Supervisor:
- Approve employees request to fund virtual Card (against a budget)
As an Employee (who was issued a virtual Card):
- Update your Neo1 profile to include a valid phone # and address
- Request a budget to fund the virtual Card
- Add virtual Card - to mobile wallet
- Make a purchase!
Next Steps: Now that we have reviewed an overview of the end-to-end experience, let's explore why you should use virtual Cards in your business.