A guide on the proper procedures of managing accounts for new hires and resigning users or employees.
How do I invite team members to join YouBiz?
To invite a team members to join your company's YouBiz account, simply follow the steps here.
It is essential to create a new account and not reuse an existing employee's credentials to prevent data tampering and security risks.
What should I do when an employee resigns or leaves the company?
Suspend the user’s account immediately upon resignation. Do not reassign their user profile to another person.
This ensures no security breaches or errors arise from carrying over personal or payment information to a new employee.
Is it safe to reuse a former employee's card for a new hire?
No, PAN sharing and card reassignments can lead to security vulnerabilities and confusion, especially with services like Apple Pay.
New users should always be assigned a new card to avoid tampering with the previous employee's financial records. Reusing cards can compromise operational and security integrity. Mismanagement can lead to tampering with sensitive information, such as billing addresses, transaction history, or Apple Pay configurations. This can also disrupt subscriptions or recurring payments tied to the old card.
Is there any cost to issuing a new card?
No, there is no cost associated with issuing a new card.
Learn More:
How do I get a virtual or physical card?
How many cards can I create?