For people with employee role
Once a person with administrator role has invited a person with employee role assigned, then this person will receive an email with a link to setup their Cardlay Expense account. Once the account is set up and credentials are created, the person will be able to download the mobile app and log in. Here is how it works:
1. Email invitation
Check your work email for an account setup email from your administrator, open it and click “setup account”
2. Account setup - Add your personal details.
Add/edit your first and last name
3. Account setup - Set password
Create a personal password for your account. The password needs to consist of a minimum 12 characters.
4. Download the mobile app
Click on the link to download the relevant app
5. App store/google play
Download the Cardlay Expense app to your mobile phone.
6. Log in to Cardlay Expense
Open the app and log in using your work email and the password you set up, via the set up account email.
7. Add your mobile number
Add your mobile number, so we can send you a one-time verification code via sms.
8. Add verification code
Enter the verification code received via sms.
9. Allow biometrics
We recommend to allow biometrics if you want to log in faster next time.
10. Home page
Congratulations, you created your account and logged in for the first time. Happy expense reporting!