Banxe Help Centre

Adding Employees in Banxe Business Account

Banxe now offers a new feature allowing you to add employees to your account. This guide will walk you through the process of adding employees, understanding their roles, and setting their permissions.


Types of Employees

You can add two types of employees:


  1. Employee:
  • Permissions: Can view the account and download statements.
  1. Accountant:
  • Permissions: Can make transactions.
  • Additional Controls: You can set a monthly spending limit and a per-transaction spending limit for accountants.


Adding an Employee

Follow these steps to add an employee to your Banxe account:


  1. Log in to Your Account: Ensure you are logged into your Banxe Business account.
  2. Navigate to the Employees Section: Click on the Employees button on your dashboard's upper horizontal panel. .
  3. Choose the Type of Employee: Select whether you want to add an Employee or an Accountant.
  4. Enter Employee Details: Enter the name and email address of the employee you wish to add.
  5. Set Permissions for Accountants (if applicable): If adding an accountant, specify the monthly spending limit and the per-transaction limit.
  6. Send Invitation: An invite link will be sent to the provided email address. The employee will need to follow this link to join your account.
  7. Employee Verification Process: Please note that all employees must pass Banxe's standard verification process before they can join your account. This process includes:


  • Proof of Identity.
  • Proof of Address.
  • Selfie Identification.


Employees will not be able to access your account until they complete this verification process successfully.


  1. You can add a corporate card for each employee. Please contact our Customer Support Team to see if your company is able to order cards for your employees.


Important Notes


There is no limit to the number of employees you can add to your Banxe account.

Ensure that the email addresses entered are accurate to avoid any issues with the invitation process.

If you have any questions or need further assistance, please contact our Customer Support Team.