You are able to upload new employees to your corporate account manually. We recommend that you upload employees manually if you have 10 or fewer; otherwise, we recommend uploading them in bulk.

To upload a new employee manually, click the “Employees & Groups” tab and select “Employees”.

Then click “Add New Employee” and input the employee’s information. Please note that first and last name, phone number, and email address are all required.

You will also need to indicate if the user is a standard user or admin user.

Click “Add New Employee”.

You will now be able to add the employee to any existing Groups so they can be assigned to a line of credit.