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: Change the employee’s email ID associated with their Alaan account.
Mobile Number: Update the employee’s phone number linked to their Alaan card.
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. 🚀
🚨 Note: If your account has a Super Admin, only they can update a user’s email ID and mobile number.