In the “Members” menu item you manage all users who have access to your COMMITLY banking wallet.
Top action bar
+ New → Add a new member
Status filter
More filters
Search field
Member list
The following information is shown for each member:
Full name
Status (e.g. Active)
Permissions (shown visually via icons)
Email address
Phone number
Number of assigned cards
At a glance, you can see:
Who has access
Which rights have been granted
How many cards are assigned to each member
Add a new member (“+ New”)
After clicking “+ New”, the multi-step invitation process starts.
Step 1: Basic data & permissions
The following details are collected:
Personal data
First name
Last name
Phone number
(Note: required for extended permissions)Date of birth
Email address
Preferred language
Permissions
You can individually define which rights the member receives:
Can view account
Can manage recipients
Can manage cards
Can initiate transfers
Can manage memberships
The rights determine which functions are available in the banking area. If you only provide a team member with a card, you do not need to make a selection in this area.
NOTE: The scope of the permissions also determines the scope of the required KYC verification. Because COMMITLY Account & Cards is a regular bank account, this process is subject, for security reasons, to the usual requirements for banking products regulated by the financial supervisory authority of the respective country.
→ Next
Step 2: Address & additional details
Further information is collected here:
Country
Address line
Postal code
City
Tax identification number (optional)
These details are required to meet regulatory requirements (e.g. banking / KYC).
→ Send invitation
After sending, the new member receives an invitation and must confirm access.