The teams functionality allows you to organize your colleagues into teams which can be managed by cardholders assigned as managers for the teams. This way certain admin activities can be delegated to the appropriate cardholders. With teams you can also create cost centers and thus track your organization's spend using the cost center structure of your organization.
The teams functionality is a premium feature, meaning that only organizations on our premium subscription plan can activate it. To activate the teams functionality:
Click on "Settings" -> "Modules".
Click on the "Teams" module.
Click "Activate".
Owners and admins can create teams for their organizations by following these steps:
Click on the “Members and Teams” page on the left hand side
Click on “Teams” shown in the center of the page
Click the "Create team" button in upper right corner of the "Members & teams" page.
Enter a team name and cost center number. The cost center is optional.
Add members form the list of members already invited to your account by clicking on a given member and then clicking "Add to team".
A member can be assigned as a manager by clicking "Assign manager role" next to the member name.
In the next modal you can select the maximum card limit that the manager(s) of this team are allowed to set when issuing cards. If you do not want to allow managers to issue cards, you can set the limit as 0. In addition, you can also select if team managers are allowed to issue cards for themselves.
You can always change these permissions by editing the manager permission of the respective team.
In the final modal you can set a monthly budget for the team, which is optional.
The budget represents the target monthly spend for the team and is non-binding. In other words, the cards assigned to this team can still be used to make transactions even if the monthly budget has been reached.
You can always change the budget of the respective team by clicking on "edit team budget".
Accounts, Admins and Owners can monitor the spendings per team on the teams page
Team managers can monitor the budget in their Pliant wallet in the "Teams" tab of the cardholder app.
Note: accountants can also create teams and assign cost centers, but they cannot add or remove members from those teams or set card issuance permissions.
All team settings can be modified at any time (see screenshots above). Please note the following:
If a member assigned to a team also has a card assigned to the team, the card must first be unassigned from that team before the member can be removed from the team.
To deactivate a team, all members assigned to that team need to be removed from the team.