Personal Settings

Personal Settings

Use Personal Settings to manage your profile details, review account activity, and control notification preferences in Emburse Cards.

Access Personal Settings

Open your profile settings from the main navigation.

1. Select View Profile from the dropdown menu on the right side of the screen.

View Profile option in the user dropdown menu.

Personal Settings includes the following sections: Member Details, Activity, and Notifications.

Member Details

Update your personal information and password.

1. Select Change My Password to update your password.

Admins can edit their own member details, except for email and multi-factor authentication phone number.

If you are a Member, Reviewer, or Accountant, you cannot edit your email or MFA phone number. Contact your company’s internal Emburse Admin to request changes. The Admin must then contact Support to complete the update.

Admins can edit the following fields:

  • First Name
  • Last Name
  • Time Zone
  • Employee ID (optional)
  • Role
  • Location
  • Supervisor
  • Teams

Activity

Review recent login activity for your account.

This section displays the date and time of your most recent login.

Notifications

Control how and when you receive notifications.

The Notifications section includes subsections for Transactions, Tasks, Cards, and Bank Transfers. Available options depend on your role and permissions.

Notification Options By Role

Notification availability varies by user role.

Members receive notifications related to transactions, fraudulent activity, receipts, reminders, and card spending.

Reviewers receive notifications related to individual and account-wide transactions, fraudulent activity, budget requests, receipts, weekly reminders, and cards assigned to them.

Accountants receive notifications related to individual transactions, fraudulent activity, receipts, weekly reminders, and cards associated with them.

Admins can enable all notifications available to Reviewers and Accountants, plus notifications related to bank transfers.

Transactions

Manage transaction-related notifications.

  • Choose to receive email, text, or both when you make a purchase over a selected dollar amount.

  • Choose to receive email, text, or both when a transaction is declined.

  • Owners, Admins, Accountants, Managers, and Reviewers can receive notifications for transactions on cards they manage.

  • All Members can choose to receive email, text, or both for suspicious or fraudulent activity related to their cards.

Transaction notification settings showing email and text options.

Tasks

Manage reminders and task-related notifications.

  • Receive receipt collection reminders by email, text, or both.
  • Admins can receive email notifications when a pre-approval requires review.
  • Receive a weekly email summary of assigned tasks.

Cards

Manage notifications related to card activity.

Choose to receive email notifications when a card is created or suspended, or choose not to receive notifications.

Admins can configure this setting for all cards associated with the account.

Card notification settings showing options for card creation and suspension alerts.

Bank Transfers

Manage notifications related to funding activity.

Owners and Admins can choose to receive email, text, or both when funds are transferred to the account.

Bank transfer notification settings with email and text options.

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