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Managing team members in groups

Once you've created a group, you can add and manage team members. Anyone with permission to create and manage groups will have access to this group by default, so you don't need to add them.

Learn more about what groups are

Learn more about managing your team's accesses

How do I add team members to groups?

To add a team member:

  1. Go to the group you want to add them to. You can find all your groups by selecting the down arrow next to Main Group on the home page

  2. After selecting the group from the dropdown, select the Members tab

  3. Select Add team members

  4. Select the team members you want to add to the group, then select Confirm

How can I restrict team members to only spend from groups instead of the Main Group?

Restricting team members to only spend from groups means they can only spend from groups they’re added to, and not from the Main Group. 

  1. Go to the Team page

  2. Select the team member you’d like to only spend from groups

  3. Go to the Cards section and select the Card permissions drop-down

  4. Turn on Only spend from groups

They won’t be able to order a physical card, and they'll lose access to any existing cards linked to the Main Group.

What happens if a team member’s permissions are changed? 

If a team member’s permission to order their business debit card is removed, we’ll permanently deactivate their cards.

What happens if a team member leaves the company or their account is suspended?

When a team member leaves the company, any team member with permission to add or remove team members can remove them from the business account. This will remove them from all groups they were added to. We’ll permanently deactivate all of their cards — this can't be undone.

If a team member’s Wise profile is suspended by Wise for any reason, their cards will be permanently deactivated and they won’t be able to spend from your business account. If this happens, please get in touch.

How many cards can team members order for each group?

Users with permission to order their business debit card can:

  • order up to 3 digital cards per day

  • hold up to 3 active digital cards at any point in time

How do team member spending limits apply within a group?

Spending limits are set for each team member, and their limit applies across all cards they have. All team members are also subject to the account spending limits.

It’s not possible to set spending limits on a card or group level.

Team members with permission to set team members’ card spending limits can change spending limits from the Team page.

How can I see all the cards linked to a group?

Team members in the group with permission to view team members can see all cards linked to the group from the group’s Cards tab.

Team members without this permission can only see their own cards within a group they’re in – they can’t see other team members’ cards.

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  • What are Groups and how do I use them?
  • Managing groups
  • How can I control my team spending?
  • Managing your team’s access with permissions
  • How to use 'Spend with others'