{"id":8523,"date":"2025-10-02T08:27:06","date_gmt":"2025-10-02T08:27:06","guid":{"rendered":"https:\/\/transferra.uk\/blog\/?p=8523"},"modified":"2025-10-02T12:34:06","modified_gmt":"2025-10-02T12:34:06","slug":"guide-add-representative-access","status":"publish","type":"post","link":"https:\/\/transferra.uk\/blog\/guide-add-representative-access\/","title":{"rendered":"How to Add a Representative in Your Transferra Account"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Manage Your Team Securely with Representative Access<\/h3>\n\n\n\n<p>Transferra\u2019s <strong>Representative Access<\/strong> feature allows you to safely share account access with trusted team members &#8211; without compromising control. Whether you&#8217;re delegating tasks to your finance team or enabling executives to approve payments, this feature is designed to help businesses manage finances securely and efficiently.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Why Use Representative Access?<\/h3>\n\n\n\n<p>Managing money across a business often involves multiple people. With role-based access, you decide <strong>who can view information<\/strong>, <strong>who can create transactions<\/strong>, and <strong>who can approve payments<\/strong>.<\/p>\n\n\n\n<p>\u2705 Add team members with restricted or full access<br>\u2705 Reduce risk by preventing unauthorised actions<br>\u2705 Enhance your security and internal control<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Add a Representative in Transferra<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Log into your Transferra Web account.<\/li>\n\n\n\n<li>Navigate to the <strong>\u201cRepresentatives\u201d<\/strong> section.<\/li>\n\n\n\n<li>Click <strong>\u201cAdd New Representative\u201d<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1440\" height=\"1306\" src=\"https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Add-new-representative.png\" alt=\"\" class=\"wp-image-8527\" srcset=\"https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Add-new-representative.png 1440w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Add-new-representative-664x602.png 664w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Add-new-representative-551x500.png 551w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Add-new-representative-768x697.png 768w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><\/figure>\n\n\n\n<p>4. Enter the <strong>email address<\/strong> of the team member.<\/p>\n\n\n\n<p>5. Assign specific permissions, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View profile<\/li>\n\n\n\n<li>Create transactions between accounts<\/li>\n\n\n\n<li>View and manage cards<\/li>\n\n\n\n<li>Approve and send transactions<\/li>\n\n\n\n<li>And more<\/li>\n\n\n\n<li><strong>Or grant Full Access<\/strong><\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1440\" height=\"1307\" src=\"https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Permission.png\" alt=\"\" class=\"wp-image-8528\" srcset=\"https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Permission.png 1440w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Permission-664x603.png 664w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Permission-551x500.png 551w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Permission-768x697.png 768w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><\/figure>\n\n\n\n<p>6. Confirm the action through WhatsApp, Google Authenticator, or SMS.<\/p>\n\n\n\n<p>7. Done! Your representative now has the assigned access. You can <strong>edit permissions or remove access<\/strong> at any time.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1440\" height=\"1306\" src=\"https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Representatives-.png\" alt=\"\" class=\"wp-image-8529\" srcset=\"https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Representatives-.png 1440w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Representatives--664x602.png 664w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Representatives--551x500.png 551w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/Representatives--768x697.png 768w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setting Up the Approval Workflow<\/h2>\n\n\n\n<p>If you want to enable <strong><a href=\"\/blog\/payment-templates-and-approval\/\">Approval Workflow<\/a><\/strong> for payments, here&#8217;s what you need to do:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"2274\" height=\"1442\" src=\"https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/image.png\" alt=\"\" class=\"wp-image-8525\" srcset=\"https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/image.png 2274w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/image-664x421.png 664w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/image-788x500.png 788w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/image-768x487.png 768w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/image-1536x974.png 1536w, https:\/\/transferra.uk\/blog\/wp-content\/uploads\/2025\/10\/image-2048x1299.png 2048w\" sizes=\"(max-width: 2274px) 100vw, 2274px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the <strong>\u201cRepresentatives\u201d<\/strong> section.<\/li>\n\n\n\n<li>For the person who will <strong>create<\/strong> payment drafts, check:<br><strong>\u201cCreate Prepared Transactions\u201d<\/strong>.<\/li>\n\n\n\n<li>For the person who will <strong>approve and send<\/strong> payments, check:<br><strong>\u201cApprove and Send Transactions\u201d<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p>This way, every payment can go through a review and approval process &#8211; adding an extra layer of security to your operations.<\/p>\n\n\n\n<p>If you need further help, reach out to your personal account manager or our support team.<\/p>\n\n\n\n<p><strong>Transferra <\/strong>\u2013 Built for secure and scalable business payments.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to grant secure access to team members in your Transferra account and manage roles using the Representatives feature.<\/p>\n","protected":false},"author":13,"featured_media":8524,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[],"class_list":["post-8523","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guide"],"acf":[],"_links":{"self":[{"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/posts\/8523","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/comments?post=8523"}],"version-history":[{"count":4,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/posts\/8523\/revisions"}],"predecessor-version":[{"id":8532,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/posts\/8523\/revisions\/8532"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/media\/8524"}],"wp:attachment":[{"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/media?parent=8523"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/categories?post=8523"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/tags?post=8523"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}