Edit your profile
To edit your profile information,
Click on your avatar in the top right hand corner of Spendesk,
Then select My Profile.
Edit your phone number
Note that the phone number and email address are linked to your cards, if you have any.
You will receive 3DS confirmation texts on the phone number filled on your profile, or on the Spendesk mobile app if you're using it.
To ensure you have updated your phone number in your Spendesk profile:
Click on your profile photo on the top-right corner of your browser → “My profile” → Click on “Your security info” → select “Add/update phone number” → Receive a unique link by email → Follow the link to update your phone number."
2-factor authentication (using your mobile) is required every 90 days or at every use of a new device.
Important: do not add the 0 at the beginning, when adding your number to Spendesk.
Example of a French number:
06 06 06 06 06
You will add: +336 06 06 06 06
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 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.
📈 Note: you can only add your banking information from a desktop version (computer).
You can add your bank information if reimbursing via Spendesk or XML SEPA file options are 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.
↪️ it is required to have bank information filled in the same currency as the wallet's currency. Ex: if your wallet is in USD, you cannot fill a German SEPA IBAN on Spendesk. If your wallet is in GBP, you cannot provide a Spanish Iban.
Your reminder of what you can do on the interface!
"As a Requester you can:
Make new purchase requests.
You cannot edit your Role on Spendesk by yourself, an Admin has to do it for you.