Managing Teams In Visa Commercial Pay Control

You can create a Team from the Teams page. Click Create to start creating a new Team.

You can enter a Team Name and a Friendly Name. The Friendly Name is the name that will be visible to Team Members in the Visa Commercial Pay App. The Team Name needs to be unique. If a Team already exists with the same name, you will not be able to create it.

Choose the Card Pool to link to the team from the dropdown menu. When you select a Card Pool, the Card Issuer, Card Scheme, and Billing Currency details for that Card Pool will be shown.

Click Create, and the Team is created. You will now need to add the Team to any relevant Approval Bands and add any Custom Data Fields for that Team.

You can add Team Members in Visa Commercial Pay Control at a Team level.

To add a Team Member, you must provide the following information:

Dependent on the Team configuration, Visa Commercial Pay Control may also prompt for additional Profile level Custom Data Fields that can be associated to the Team Member. For instance, if a cost centre or employee ID needs to be captured at this level, it can be configured here.

When you have completed the form, click Add Team Member.

If the Team Member details you entered were successfully matched to an existing Visa Commercial Pay App user, a notification is sent to the Team Member confirming their membership of a new Team.

Whenever a Team Member is added to a Team, all Corporate Administrators are notified by email.

If you have a large number of Team Members to add, Visa Commercial Pay Control allows you to bulk upload users rather than adding them all individually.

You can bulk upload users from the Team page.

To do this, you need to provide a CSV file with a maximum of 1000 rows (maximum of 1000 Team Members per file). The file itself can have its data columns in any order, and can contain additional non-relevant columns.

The standard fields the file can contain are:

The file may also contain additional columns reflecting the custom data fields that need to be captured for the user, such as Employee ID.

The top row of the file should contain column headers.

Once you have identified the file from step 1 of the bulk upload process, continue to step 2 to identify the column mapping.

You can also toggle the option to automatically send invite emails to the email addresses which have not yet registered for the Visa Commercial Pay App.

When you have completed the form for Step 2, click Continue. At this point, the file will be processed and Team Members will be matched with end users where possible.

All Corporate Administrators will receive an email notifying them of the additional Team Members.

Anyone can register for a Visa Commercial Pay App user account independent of any specific corporate customer, however, features are only made available when their account is linked to a Team by a corporate customer.

It is the Corporate Administrator who uses Visa Commercial Pay Control to extend access of their account to a registered end user. The link is created using the Team Member's email address. The email address associated with an end user's account must be verified as part of the registration process, before the account can be linked.

If you add a Team Member (using their email address) to a Team before the end user is registered, the account will be linked when their email address is verified via the registration process.

Corporate Administrators can deactivate a Team in Visa Commercial Pay Control. When a Team is deactivated all Team Members will no longer be able to access historical data related to the deactivated Team in the Visa Commercial Pay App.

A Team can be reactivated using the same toggle option within a Team.