Access your profile
To edit your profile information you will need to go to you profile:
Click on your avatar in the bottom left hand corner of Spendesk,
Then select My Profile.
Edit your phone number
To update your phone number:
From your profile page, click on the Security tab
Next to your phone number, click on Edit
You'll receive a unique link by email, follow the instructions to update your phone number
You can also update your mobile phone number from the mobile app.
Note: your phone number and email address are linked to your cards and it will be used for 3DS confirmation texts.
Edit your password
You can reset your password from your profile, or using the login page, by clicking on "Forgot?" in the password line. That is, of course, if you don't usually log in through Gmail/Microsoft/SAML SSO authentication.
Understand your approval policy
You can have a look at the spending rules and control on your profile.
However, you cannot edit this information unless you also have the 'Admin' role.
Bank information
You can add your banking information from the desktop version or the mobile app if "Reimburse via Spendesk" or XML SEPA is enabled on your company's account.
However, if a change must be made in your bank information, an Admin has to correct these in "Settings > Members" for security reasons.
Also note that if Spendesk has been set up with an HR integration, then you must instead update your details in the HR tool instead.
It is required to have bank information filled in the same format as the wallet's currency.
Examples:
If your wallet is in USD, you cannot add a German SEPA IBAN on Spendesk.
If your wallet is in GBP, you cannot add a Spanish IBAN.
If your wallet is in USD, you cannot add Canadian bank information.
If your wallet is in EUR, filling your bank info with FR or Spanish IBAN won't make much of a difference: you can fill it with both.
Make sure to avoid any special character in the Account holder name field as the bank details can otherwise be refused.
Ex: my name is 'Michèle' -> I will type 'Michele'.
Your Roles
Your reminder of what you can do on the interface!
Example :
"As a Requester you can:
Make new purchase requests.
Upload invoices."
You cannot edit your Role on Spendesk by yourself, an Admin has to do it for you.