Set up your new account

🚀 Getting started

4 Articles

A great place to start if you're new to Soldo. With quick start guides and general orientation for the web app.

• Get started with your new Soldo account (Quick start)
• Log in to the Soldo Web app
• Deposit money into your Soldo account
• Soldo Web app orientation

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👥 Create users and assign cards

3 Articles

Explore how to add users to your Soldo account, create, and assign cards

• Add a new user
• Create a card
• Transfer funds from the main wallet

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💳 Control card spend

2 Articles

Set up rules and limits on your cards to control spending.

• Set card rules
• Set card spending limits

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$€ Manage multiple currencies

3 Articles

Plus and Enterprise plans - Set up and handle multiple currencies with ease.

• Activate a new currency
• Deposit funds into an alternative currency wallet
• Make a wallet-to-wallet transfer to fund an alternative currency wallet

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💰 Organise money with Company wallets

2 Articles

Plus and Enterprise plans - Create and manage company wallets to organise funds.

• Create a Company wallet
• Transfer funds to a Company wallet

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🔔 Set notifications

2 Articles

Customise alerts to stay updated on account activity like low balance and declined transactions.

• Set low balance alerts
• Set declined transaction notifications

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🛠️ Manage your account

4 Articles

Handle account details such as your password and language preferences.

• Change your password
• Change your language
• Manage cookie preferences
• Reset your password

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📱 Using the mobile app

14 Articles

Hints and tips on getting started and using the mobile app.

• [Video] Download the mobile app
• [Video] Logging in for the first time
• [Video] Switching between roles and accounts
• [Video] Viewing and managing cards
• [Video] Request a top-up to your balance
• [Video] View card details

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