Once you have deposited money into your Soldo account, you are ready to start adding your users.
All our plans include a minimum of 3 users as standard, with the flexibility to add as many additional users as you need. The cost of adding extra users depends on the plan you've selected. For more details, please visit our pricing page.
Add a user
1. Log in to the web app
2. From the left-side menu, select Users.
3. Select Create user.
4. Complete the user details form.
Required details:
- First name
- Surname
- Email address
- Mobile number
Optional details:
- Middle name
- Job title
- Employee ID
- Note
5. Select Confirm.
Once you've deposited money into your Soldo account, you're ready to start adding your users.
Every Soldo plan includes at least 3 users as standard. If you’re on an Unlimited plan, you can add as many additional users as your business needs, whenever you need them.
The number of users you can add and the cost of adding them depend on the plan you’ve chosen. Each plan is designed to give you flexibility as your team grows. For more details, please visit our pricing page.
Add a new user in the Web app
- Log in to the Web app.
- From the navigation menu, select Users.
- Click on Create user.
- Complete the user details form. To continue, you'll need to enter the minimum required details:
- First name
- Surname
- Email address
- Mobile number
- When you're happy you've entered the details correctly, click Confirm.
If you're on a different pricing plan, you may see a Next button instead. Clicking Next will guide you through extra steps, like adding the user’s bank details for reimbursements and selecting their role profile.
Once you've added a new user, they'll receive an email with their temporary login credentials.
By default, all users get access to the Soldo Web and mobile apps. You can update these device access permissions at any time from the Users section.
If you're still setting things up, you can also restrict access entirely. This gives you the flexibility to assign cards while preventing users from logging in until you're ready.