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Portal Guide

Thank you for creating your SimpliFi account! You can now create your personalised cards program with ease and confidence.

Get Started with SimpliFi

Not sure where to begin? Here’s a quick guide to help you get started!

Set Up your Card Program

You can set up and customise your card program very easily using our portal. Here’s how:

  1. 01 - Click on Card Programs in the navigation toolbar on the left and select Card Programs.
  2. 02 - You will see that Corporate Partner Payouts has been automatically set as active. You can explore the other types of Card Programs Available.
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Create Users

You can set up and customise your card program very easily using our portal. Here’s how:

  1. 01 - To create a new user, click on User Management on the navigation toolbar and then Create User.
user-listing
  1. 02 - Fill out the information as directed on the form. Please ensure that you have selected the appropriate card program for the user.
create-user
  1. 03 - If you are ready to upload the user’s KYC documents, click on Upload Documents.
  2. 04 - Select the type of document you would like to upload. We currently accept passports and ID cards. Upload the document as indicated. For ID cards, please ensure to upload both the front and back side of the card.
upload-documents

If you are not ready to upload the user’s KYC documents, click on Create User. This will create the user in the system but you will not be able to proceed with the next steps until you upload their KYC documents.

To upload the user documents later, click on User Management -> Users List and click the icon and select Upload Documents

Issue & Activate Cards

Once you have created a new user, there’s a few steps you need to take before their cards can be issued:

  1. 01 - Click on User Management on your navigation toolbar and select Users List.
  2. 02 - Select the user(s) and click on Send for KYC. This will send the request to our team to review the documents for the selected user(s) and the KYC status will change to Pending.
send-for-kyc

Once the KYC documents have been approved, the KYC status will be updated to Approved.

  1. 03 - You can now issue the card for the user by clicking on the button next to their name and clicking on Issue Card. Once the card has been issued, the Card status will change to Issued. You will be able to see the card and can set the velocity limit.
  2. 04 - To proceed with activating the card, click on the button next to the user and click on Activate Card. The card will automatically be activated and will be ready for use! You can now proceed to the next section to set up the card for your users.

Manage Users

Your user has been created, but you need to make changes to their account. Not a problem! Follow the steps below to easily make any changes as needed:

  1. 01 - Click on User Management -> Users List in the side navigation menu.
  2. 02 - To edit the user profile, click the icon against the selected user row and click Edit Profile.
  3. 03 - To delete the user, click the icon against the selected user row and click Delete User. A Popup will show up for confirmation.
user-listing

Manage Cards

Now that you have active cards for your users, you can personalise them as per your preference. Here’s how:

  1. 01 - Click on Cards Management on your navigation toolbar and select My Cards.
card-listing
  1. 02 - Click on the Card ID number for the user. This will take you to their Card Profile where you can view the card details, including the balance.
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  1. 03 - Set the velocity control for the user by selecting one of three available options. You can click View Details under each box to see the prescribed spend limits for each option.
  2. 04 - Change the authorization controls by toggling the buttons.
  3. 05 - Change the merchant controls by blacklisting merchant IDs, Categories or Groups from the table -> toggle off/on
  4. 06 - Upload a balance for the card by clicking on Balance Management and entering the amount in the pop-up box.
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  1. 07 - Once you have fully customised the card, generate the pin for the user by clicking on Generate Pin. This will give you a four-digit code that the user will need to complete every payment using the card.
  2. 08 - Your card has been set up! You can amend any of the controls set above as well as add balance to the card by following the steps above at any time.