You* can upload multiple users at once if the account has Spend Management Pro Plus. The Pro plan does not include this functionality.
To add multiple users to Spend Management using online banking and the U.S. Bank Mobile App
- Select your U.S. Bank Business Altitude™ Power Card account, then choose Go to Spend Management (found in the Spend Management tile).
- Select Upload users (found in the Users section). Here, you’ll find Upload Users instructions.
- Download the template file available and fill in the required fields.
- User’s first name, last name, date of birth, social security number, business email and phone are needed.
- We suggest grouping users together based on how their card controls need to be arranged.
- Drag and drop the completed file into the gray box. Or choose Select the file to upload it from your saved files. Then select Continue.
- The imported file will be analyzed and compared to the existing users on your account.
- Existing users will be ignored, and their details won’t be updated.
- Review the list of new users shown and the existing users identified. If correct, select Continue to cards.
- Set the desired card controls, then select Continue.
- Review the business shipping address and select the shipping method. Allow at least one additional business day for card printing.
- Select Add users & order cards.
After processing successfully, email invitations are sent to the new users to set up their accounts.
*You need to be a business owner, administrator or department leader with full access to manage Spend Management users.
