What information do members have once invited to my company account?
The amount of information available to members is limited by their role and function. To fully understand roles and their importance, review this FAQ.
Alan Szternberg
How do I remove a member from my account?
Administrators can quickly edit a member classification within their NachoNacho account. On the navigation menu, select ‘Members’. Locate the team member and select the three dots to the right of their information and choose ‘Edit Role’. Select the role best fit for this member and ‘Update’.
How can I change a member classification?
Administrators can quickly edit a member classification within their NachoNacho account. On the navigation menu, select ‘Members’. Locate the team member and select the pencil icon underneath their picture and name and choose ‘Edit Role’. Select the role best fit for this member and ‘Update’. If you are an Owner of a company, there can … Read more
What are the access rights for different member roles?
There are 4 member classifications within an account. See the table below to understand the different roles and permissions for each role. Action Analyst Purchaser Admin Owner View Quickbooks integration X X X View only their own user transactional/subscription data X X X View all transactional/subscription data X X X View download transactions data X … Read more
How can I add a team member to my company account?
Adding a new team member to your company account takes no time in NachoNacho. Use the navigation bar on the left of the screen to select ‘Members’. Once selected, you will see in the right-hand corner the ability to ‘+ Member’. Add all relevant information in the form and you are set to add and … Read more
How do I update my billing address?
Updating your billing address takes no time once logged into your NachoNacho account. Go to the ‘Settings’ option on your lefthand navigation bar Select ‘Address’ Once here, you will be able to update your billing address The only purpose of the billing address is that this address gets attached to your NachoCard. So, when you … Read more
What currencies are accepted by NachoNacho?
All major currencies are accepted by NachoNacho. Should you have a specific question, please contact our team directly.
What is my NachoNacho balance?
You upload funds into your NachoNacho Balance using your Payment Source. This Balance is then used to pay for your purchases. You can enable ‘Auto-Topup’ to make sure there is always enough Balance to cover your purchases or just ‘Topup’ when necessary. It is recommended that the Minimum Balance is at least as large as … Read more
How long does it take to verify my payment source?
Once your bank account is connected, the user has to simply verify the two micropayments to confirm the secure connection. Once verified by the user, the use of virtual NachoCards is enabled and users can start saving. The standard time it takes to verify the connection is typically the same day. If you run into … Read more
Can I use my NachoCard before verifying my payment source?
No, to ensure a secure connection, no transactions using a NachoCard work until the payment source and account are verified.