How to set up your Slash account after it has been approved.

Overview

Once Slash approves your account, follow these steps to get started. You don't have to do them in order, but we recommend it — especially before creating cards.

What This Guide Covers:

1. Funding Your Account
2. Enabling Two-Factor Authentication
3. Configuring Notifications
4. Inviting Team Members
5. Setting Up Card Groups
6. Creating & Issuing Cards

1. Fund Your Account

You need to add money to your Slash account before you can use your cards. To do this:

1. Go to Move Money on your Slash dashboard homepage.
2. Select Add Funds from the dropdown.
3. Choose how you want to add money (e.g. connected bank account).
4. Select which Slash account to fund, check your bank details, and enter the amount.
5. Click Add Funds to complete the transfer.

Note: Before your first transfer, contact your bank to authorize ACH debits from Slash. You only need to do this once.

2. Enable Two-Factor Authentication (2FA)

2FA keeps your account safe by asking for a special code when you log in.

1. Click Personal Settings in the bottom left corner of your dashboard, then go to Account & Security.
2. Click the toggle next to Two-Factor Authentication.
3. Open an authenticator app (like Google Authenticator or Authy) and scan the QR code shown on screen.
4. Enter the 6-digit code from your app to finish setup.

Note: Each team member must set up 2FA on their own account — it does not turn on automatically for everyone.

3. Set Up Notifications

Choose which alerts you want to receive from Slash.

1. Click Personal Settings in the bottom left corner, then go to Account & Security.
2. Click Notifications.
3. Turn each notification type on or off. Changes save automatically.

4. Invite Team Members

You can add employees, accountants, and admins to your Slash account with different permission levels.

1. Go to Entity Settings in the bottom left corner.
2. Click Users, then Send Invite.
3. Enter the person's name and email, then choose their role:
   • Owner — Full access to everything.
   • Admin — Full access to users and settings.
   • Employee — Can view and use their assigned cards and submit expenses.
   • Accountant — Can view transactions and financial records only.

They will get an email with instructions to join.

5. Set Up Card Groups

Card groups let you set spending rules for multiple cards at once. We recommend doing this before creating cards.

You can organize groups by team, department, or however makes sense for your business. If you're not ready to set limits yet, you can do this later.

6. Create and Issue Cards

Slash offers virtual and physical cards. Virtual cards are available right away.

To create a virtual card:

1. Click Cards in the side panel, then click Add + in the top right and select New Virtual Card.
2. Fill in the card details:
   • Card Name — A name for the card (only your team sees this).
   • Virtual Account — The account the card pulls money from.
   • Card Group (optional) — Applies preset spending rules.
   • Cardholder (optional) — The team member assigned to the card.
3. Click the Limits tab to set spending controls.
4. Click Create Card(s).

Your new card is ready to use from your dashboard.

Need Help?

If you have questions at any point during setup, visit the Slash Help Center or contact the Slash support team (support@slash.com)