How to Assign Admin Roles and Issue Cards in Weel

Learn how to update user roles to Admin, create budgets, and issue corporate cards to team members in Weel.

June 15, 2026 By Jing Hui

This guide explains how to elevate a team member's account role to Admin, configure a dedicated budget, and issue corporate cards. Completing these steps ensures the correct users have administrative access and appropriate spending permissions in Weel.

This workflow is designed for account administrators and finance managers who need to manage team permissions and distribute corporate cards to employees.

Update User to Admin Role

Step #1: Navigate to the User Management dashboard. — Navigate to the **User Management** dashboard.

Step #2: Click on the team member you want to edit to open their user details side panel. — Click on the team member you want to edit to open their user details side panel.

Step #3: Open the Update role dropdown menu and select Admin. — Open the **Update role** dropdown menu and select **Admin**.

Step #4: Click Update at the bottom of the sidebar to save the new role. — Click **Update** at the bottom of the sidebar to save the new role.

Once updated, the user will immediately have administrative rights and their role status will display as "Admin" in the User Management table.

Create a Budget

Step #5: Navigate to the Budgets dashboard and click Create New Budget. — Navigate to the Budgets dashboard and click **Create New Budget**.

Step #6: Enter the budget details, including the budget name and the designated Owner. — Enter the budget details, including the budget name and the designated Owner.

Step #7: Open the payment permissions dropdown menu to select who can make payments from this budget. — Open the payment permissions dropdown menu to select who can make payments from this budget.

Step #8: Select the appropriate team members from the list. — Select the appropriate team members from the list.

Step #9: Configure any necessary spend limits, rollover rules, or automated top-ups. — Configure any necessary spend limits, rollover rules, or automated top-ups.

Step #10: Expand the Advanced controls section if you need to manage categories and custom fields. — Expand the **Advanced controls** section if you need to manage categories and custom fields.

Step #11: Click Create to finalize and save the budget. — Click **Create** to finalize and save the budget.

After the budget is created, authorized team members will be able to view their available spending limits directly in their Weel mobile app.

Issue a New Card

Step #12: Navigate to the Cards dashboard and click Issue new card in the top right corner. — Navigate to the Cards dashboard and click **Issue new card** in the top right corner.

Step #13: Click Issue physical card in the side panel to request a card for the team member. — Click **Issue physical card** in the side panel to request a card for the team member.

Q: How do I provide a team member with spending capabilities?

A: To give a team member spending capabilities, you must create a budget, add them as an authorized payment maker, and issue a card to them.

Q: Where do team members view their available budget?

A: Authorized team members can view their exact available spending limits and balances directly on their mobile phone through the Weel application.

Term	Definition
Admin Role	A user permission level that grants full access to account and team management features.
Budget Owner	The primary user responsible for overseeing and managing a specific financial budget.
Spend Limit	A restricted monetary cap placed on a budget or individual card to control expenses.