Frequently asked questions

You can add as many members as you need to your OakNorth business account – just note that only admins can manage member access. There are two roles to choose from:

• Users – can make payments, transfer money, download statements, receive their own OakNorth Visa debit card, and take part in payment approvals
• Admins – can do everything a user can, plus add or block members from the account

To add a member:

Go to ‘Settings’ > ‘Account members’ > ‘Invite a member’ in the app, then follow the prompts.

If the member will be part of your payment approvals workflow, you’ll be able to assign them as a requester or approver during the setup.

We’ll confirm once everything’s in place and the new member has been added.

Only admins can block account members. If you need to suspend someone’s access to your business account, you can do this in the app or on the web platform.

Go to ‘Account members’, select the person you’d like to block, and:

• If you’re on the app, toggle ‘Block’ on
• If you’re on the web, tap ‘Block’

Once blocked, the member won’t be able to access the account via app or web.

Need to cancel their card? If this user has access to a card, call us on 0330 380 1181 and we’ll suspend it.

To unblock someone, just switch the toggle off or tap ‘Unblock’.

You can update an account member’s permissions or payment role at any time – just note that only admins can manage member access.

Here’s what can be changed:

• Permission levels – switch a member between user and admin
• Payment roles – add or remove them as a requester or approver in the payment approvals workflow

To make a change, email [email protected] with the member’s name and the updates you’d like to request. We’ll let you know once everything’s been updated.

Need to order a card for someone on your team? You can do this directly in the app or web platform – just make sure they’re already added to your account.

To order a card on web:

1. Log in to OakNorth and go to ‘Cards’
2. Select ‘Order a card’
3. Choose the account member you’d like to order the card for
4. Double-check the details, then click ‘Place order’

It’s a similar process on the app – you’ll just need to have ordered your own card first before you can request one for someone else.

We’ll send the card by Royal Mail 1st Class, and it should arrive within a week. Need to cancel a card? Call us on 0330 380 1181 and we’ll take care of it.