I want to add members to Karbon portal without issuing any type of card, so that they can see my card transactions. How to do this ?

Modified on Mon, 17 Jan 2022 at 03:24 PM

Many of our customers want to give portal access to their external auditors or accountants, so that  auditors / accountants can view all card transactions and get transaction receipts from the Karbon Dashboard. To these individuals, the company does not want to issue cards but still have access. 

Below are the steps for the same.

i.  Login to Karbon dashboard


ii.  Click on Team ( left side ) 


iii. Click "Invite User" button ( top right )


iv. Enter the email address


v.  Select "Admin" Role


vi. Uncheck the "Issue a card to the invitee"


vii. Click Submit



viii. The person with the above email address would receive an email, and he would be able to login to Dashboard and see transactions.


ix. Refresh your dashboard and you would also see the new member in your team



If you get an error or face issues, please write us at support@karboncard.com 



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article