Set up your account to match your organisation and manage your employees and teams spending with Soldo

Easily manage users, departments and projects with customisable access for what users can see and do and configure Soldo to mirror your organisation using Groups.

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Manage your employees access, permissions and set up customised card rules for different individuals

Using the Groups feature, you can manage projects and teams the way you want

Get a centralised view of your users

Easily access all your users in the dedicated user section of the web console, bulk upload users or create them manually. Then you can see cards, balance and devices associated with each individual user. Easily manage permissions, cards, top ups and alerts for each user all in one place.

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Define what your users can see and do with customisable permissions

All users can access the Soldo app and web console but with roles and customisable permissions, you can easily manage what access they have and what they can do within the web console. Permissions give you the ability to assign visibility over a particular set of resources such as wallets, cards, users or groups to any individual users, enabling administrators to define what they control.

Customise how you manage your groups

Assign different roles within your Soldo account

Assign roles to individuals to mirror their different jobs and levels of responsibility. From Spender to Manager and Administrator, set varying capabilities and access to different functions and permissions depending on the role.

EN-GB Users Custom Card Rules

Take control with custom card rules for different employees

Set spend limits and control card use with customisable rules, including transaction type, geographic regions, and merchant categories. Lock or unlock cards instantly to enable or disable spending and control how cards can be used – whether contactless, in store, or online. Set up automated reminders to ensure employees add important information, like receipts, to every transaction.

See department and project spending in one place

Set up groups to manage department and project spending

Set up different groups in your account to mirror your teams, departments, and projects. Then allocate users, cards, and wallets to these groups.

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The website in all languages and for all markets is provided by Soldo Software Ltd., a company incorporated in the UK with company number 09233754 and VAT: GB204213566, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom. All communications related to the website shall be sent to the registered office.

The software services provided to customers resident in or with registered office in an EEA country or in the UK are provided by Soldo Software Ltd a company incorporated in the UK with company number 09233754 and VAT: GB204213566, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom. Soldo Software Ltd (data protection number: ZA 092035) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All the communications related to the software and related services shall be sent to the registered office. Soldo Software Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.

The software services provided to customers resident in or with registered office in Italy are provided by Soldo Italia S.r.l. , a company incorporated in Italy with company number 11864540965 at the Registry of companies of Milano, Monza, Brianza, Lodi, VAT: IT11864540965, and registered office at Via degli Olivetani 10/12, 20123 Milano (Italy). Soldo Italia Srl complies with all applicable data protection and privacy legislation in force from time to time in Italy including the General Data Protection Regulation ((EU) 2016/679). All communications related to the software and related services shall be sent to the registered office Soldo Italia Srl, Via degli Olivetani 10/12, 20123 Milano (Italy).

The financial services provided to customers resident in or with registered office in an EEA country are provided by Soldo Financial Services Ireland DAC, a company incorporated in Ireland with company number 610705, and registered office at 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.  Soldo Financial Services Ireland DAC is regulated by the Central Bank of Ireland. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ireland DAC pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ireland DAC complies with all applicable data protection and privacy legislation in force from time to time in Ireland, including the EU General Data Protection Regulation (EU 2016/679) and the Data Protection Acts 1988 - 2018. All communications related to financial services provided by Soldo Financial Services Ireland DAC shall be sent to Soldo Financial Services Ireland DAC, 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.

The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.