Corporate Owners & Administrators
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      Setting up administrators and wallet managers

      Learn all about how to setup access for your colleagues and users.

      This article contains information for Caxton Business Expense Management, covering tools and features relevant to businesses and their employees. For Personal Caxton Travel Cards go here. 

      How to grant access and set new user permissions

      Step 1: In the left-hand menu click on Administration > Manage Company

      Click on Create User

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      Step 2: Select the role of the Corporate user or Administrator.

      For Corporate users, choose from the following options:

      1. Corporate Inputter
      2. Corporate Viewer
      3. Corporate Approver
      4. Corporate Card User

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      Step 3: Fill in the form starting with the email address of your new user. Once the email address field has been filled, enter their first name, last name, job title, gender and date of birth.

      Please note: For card holders, the date of birth field must show that the user is 18+ years old.


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      That's it. You should have your new user all setup and ready to go.

      Still need support? Get in touch with our customer support team here. Or perhaps you would like access to our platform, please speak to one of our dedicated sales representatives to open an account today here.