TopicBest practice tips, helpful tools, and the latest features for True Link Visa Card Administrators - May 2023
This is a recurring webinar that True Link is happy to deliver for True Link Visa Card administrators. The content for this session is identical to previously held versions of the same webinar.
Join True Link’s account management team in a session for card administrators who provide financial care to multiple clients who use the True Link Visa Card. Whether you’re new to your organization and still learning True Link’s card platform or have managed True Link Visa Cards for years and just want to hear what’s new, this best practice tips session is for you.
In this webinar we’ll discuss:
- How to configure your organization’s team on the platform
- Getting new clients started and managing access to their True Link Visa Cards and funds
- Best practices for funding clients’ Visa cards via recurring and one-time transfers
- Tips for managing spending settings via the spending monitor
All staff members of your organization are invited to join, regardless of whether or not they have a True Link account for themselves.
TimeMay 16, 202311:00 amPacific /2:00 pmEastern