1. Overview
1.1 What is Manage Members?
The Manage Members feature allows your company to invite team members, assign roles, and manage permissions within your CardUp Business account.
1.2 Why it’s important
Enables secure, controlled access for your team.
Supports audit and compliance by clearly defining who can view, create, or approve payments.
Helps prevent unauthorized access and keeps your account organized.
1.3 Where to find Manage Members
Setting> Account > Manage members
2. Roles & Permissions
2.1 Overview of Roles
CardUp has 4 main roles for company members:
2.2 Role Details Table
Role | What They Can Do |
View payments | View all company payments. Cannot create or approve payments. |
Create payments | View and create payments. Cannot approve payments. |
Approve payments | View, create, and approve payments. |
Admin | Full access: view, create, approve payments and manage team members (invite, edit roles, remove members). |
2.3 Tips for Assigning Roles
Assign roles based on team responsibilities.
Regularly review role assignments to ensure proper access control.
3. Invite & Manage Members
3.1 Step-by-Step Guide to Inviting Members
Navigate to
Account → Account Settings → Manage Members.Click Invite Member.
Enter the user’s email address.
Select the appropriate role.
Click Send Invite. The invitee will receive an email to join.
3.2 Editing a Member’s Role
Find the member in the list.
Click Edit Member, select the new role, and save changes.
3.3 Removing a Member
Locate the member in the list.
Click Delete Member. Access is revoked immediately.
4. Best Practices
Regular Member Review - Review your member list periodically to remove users who no longer need access.
Role Assignment Guidelines - Ensure each team member’s role matches their actual responsibilities.
Segregation of Duties - Ideally, the person creating payments should not be the same person approving them.
Admin Access Consideration - Keep Admin roles limited to trusted individuals to maintain account security.
Additional FAQ's
Q: Who will be the main Admin?
A: The first person to register the company account automatically becomes the main Admin. Additional Admins can be added later if needed.
Q: What should we do if the main Admin has left?
A: If the main Admin has left the company, contact CardUp Support via email at [email protected] for guidance.
Q: Who can view all payments in my account?
A: All roles can see payments they have permission for; the View payments role sees all company payments.
Q: Can a user be assigned multiple roles?
A: No. Each user can only have one role at a time, but it can be changed by an Admin.
Q: How do I know if an invite has been accepted?
A: Once the user accepts the invite via email, they will appear in your member list with their assigned role.
Q: Can I have more than one Admin?
A: Yes. Multiple users can have Admin access, but it’s recommended to limit this to trusted individuals.
Q: What happens if a member leaves the company?
A: Remove them immediately via Delete/Remove in the Manage Members section to revoke access.
Q: Can roles be changed after inviting a member?
A: Yes. Admin users can edit roles at any time using Edit Role.
Q: Is there a limit to the number of members I can add?
A: No, CardUp does not impose a limit on the number of company members.