Here's a step-by-step guide on how Admins can manage cardholder information, including mobile numbers, statuses (active/inactive), and roles (permissions) within the Alaan platform.
Step 1: Find the Employee Profile
Go to the Company menu from the sidebar.
You’ll see a list of employees linked to your account.
Step 2: Edit Employee Details
Click on the employee’s name to open their details.
You can update the following fields:
Email ID: To update the employee’s email address, an OTP is sent and must be entered to complete the change. The domain is then checked, and a record is kept. Both the admin and the employee are notified to ensure the update is secure.
Mobile Number: Mobile number changes follow a similar OTP-based verification process. For international numbers, there may be conditional partner sync, delayed updates, and layered notifications for added protection.
Team: Assign or change the user’s team.
Role: Adjust the user’s access level to your account.
Employee-level Tags: Select tags that will be automatically applied to their transactions. (Learn more about tags here.)
Status: Set the cardholder status to Active or Inactive to control card usage.
Step 3: Click Save Changes to apply the updates.
That’s it! You’ve successfully updated the user details on Alaan. 🚀
If your account has a Super Admin, only they can update a user’s email ID and mobile number.
If you need to use an unofficial email address (i.e., one that is not your corporate domain, such as @gmail.com), please email us the details and include your company’s Authorised Signatory in the email thread for approval.