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5.Guide for Team Members (Employees)

This resource outlines the functions and steps relevant to employees who have been invited by a business owner to utilize the card application.

1. Account Access and Invitation​

  • As a team member, you will receive an invitation from the company owner.
  • The system will send you an email titled something like: "You have been invited to join the team on the rapid money".
  • This email will provide your login credentials (your mail ID and a password) and a URL for the login.
  • Once you log into the account, you will be able to see the dashboard and all the modules of the application.

2. Using the Assigned Corporate Card​

Team members who join via invitation are generally assigned a corporate card by the owner.

  • Viewing the Card: Once the owner has assigned the card to you, you will be able to see the card.
  • Card Controls: You have the provision to freeze and unfreeze the card if you wish.
  • Transactions: You can use the card in the online system. Any transaction you perform will appear in the card history, as it is a corporate card.
  • Top Up Restriction: Team members do not have the top up option for the assigned card; they can only view it.

3. Applying for an Individual Card​

By default, team members who join via invitation do not have the apply card option. They are exempt from individual KYC requirements when using the corporate card.

However, if you wish to apply for a new card for yourself alone (an individual card), you must take the following steps:

  • Unlock the Feature: You must unlock the feature by completing the KYC (Know Your Customer) process.
  • KYC Prompt: If you click on anything related to applying for a card, the system will prompt you to complete the KYC for your individual account.
  • Using the Card without KYC: If you choose not to complete the KYC, you can still use the assigned corporate card, but only in your capacity as a team member.