Creating a New User and Sending a Welcome Email

This article explains how to create a new user and send a welcome email to grant Corpay Complete access.

To create a new user, you must have one of the following roles:

• admin_user
• application_admin
• po_admin (Legacy Corpay Complete Role)
• super_admin (Legacy Corpay Complete Role)
• system_admin
• universal_admin

1. Log in to Corpay Complete.
2. Click the Users module from the left-side navigation pane.

3. On the Users tab, click + Add.

4. Update the following information on the Add User page:

   Note: This article will address each of the following fields but only update the fields that are relevant to you. Required fields are indicated with a red asterisk.

   1. First Name: Key in the user’s first name. This field is required.
   2. Last Name: Key in the user’s last name. This field is required.
   3. Email: Key in the user’s email address. This field is required and is used for logging into Corpay Complete.

      Note: Organizations using a single sign-on (SSO) integration must have the Corpay Complete application added to their account. The user email in Corpay Complete must match the SSO integration account email.

   4. Phone: Key in the user’s phone number.
   5. Contact Title: Key in a contact title for the user.
   6. Employee Manager: Select the drop-down or start typing to enter the employee’s manager.
   7. Amount Approval: This field specifies the maximum amount that a user is authorized to approve, subject to their role. Key in an approval amount.
   8. Business Unit: Select the drop-down or start typing to enter a business unit.
   9. Location: Select the drop-down or start typing to enter a location.
   10. Policy: Select the drop-down or start typing to enter a policy.
   11. Birthday: The Corpay Support Team uses this field for identity verification purposes. Key in the user’s birthday in a MM/DD format.
   12. Last 4 of SSN: The Corpay Support Team uses this field for identity verification. Key in the last four digits of the user’s social security number.

   

5. Department: Click + Add Department, then select the drop-down or start typing to enter a department. To add another department, click + Add Department again.
6. Primary Contact Subsidiary: Select the drop-down or start typing to enter a primary contact subsidiary.
7. Project: Select the drop-down or start typing to enter a project.
8. Additional Contact Subsidiary: Click + Add Subsidiary, then select the drop-down or start typing to enter an additional contact subsidiary. To add another additional contact subsidiary, click + Add Subsidiary again.

9. Currency Code: Select the drop-down and choose the user’s currency code.
10. Default Currency Code: Select the drop-down and choose the user’s default currency code.
11. Flag Not To Push: Check the Flag Not To Push checkbox if the user should not be pushed to your ERP system.
12. Click Submit.

13. A confirmation dialog will display, and you will be automatically redirected to the Users tab.

14. Use the filter fields to locate the new user in the Users grid.

15. Select the Bulk Action drop-down and click Send Welcome.

16. A confirmation message will display, and the Welcome email will be sent to the designated user.