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 three roles to choose from:

• User – make payments, access statements and manage a debit card
• Admin – all user permissions, plus the ability to add or block members
• Card user – make card payments and view their transactions only

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, admin and card user.
• 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.

Admins can create debit cards at any time in the web platform. Cards can be ordered for users, admins or card-only users – just make sure they’re already added to your account.

To order a card:

1. Go to ‘Cards’ in the web platform.
2. Select ‘Create card’.
3. Choose who the card is for – their name will appear on the card. If they’re not already an account member, you’ll need to invite them via the app first.
4. Link the card to the relevant account.
5. Set transaction and monthly spend limits. You can update these at any time.
6. Review the details and hit ‘Create’. You’ll need to enter your passcode to confirm.

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. It should arrive within 2–4 days. Need to cancel a card? Call us on 0330 380 1181 and we’ll take care of it.