Your Onboarding Manager provided you with the Self-Guided Group Staff Course, but if your Group Staff/Team Managers need additional training, your Customer Success Manager will set up a training call to make sure everyone is set up for success!
Training FAQs
Who should I invite to the meeting?
Feel free to invite all of your Group Staff/Team Managers and any Admin who would like to join!
How long is the meeting?
Your Group Staff will meet with the Customer Success Manager for 30 minutes to learn how to successfully set up their Snap! Spend accounts. This will also allow time for any questions your Group Staff might have!
What if someone can't make it?
Your Customer Success Manager can record the Zoom call and send you the link after the meeting. Feel free to send this link out to any Group Staff who couldn't make it during the scheduled time!
Training Agenda
- Tour of the Snap! Spend platform
- How to add invoices to your payment schedule
- How to set up budget items + reconcile transactions
- How to activate debit cards
- Banking functions such as transferring, sending money, and reconciling transactions
💡 Need additional resources? Click here to visit our Resource Center for Group Staff!
Snap! Spend is a financial technology company and is not a bank. Banking services provided by Thread Bank; Member FDIC. The Snap! Spend Visa Debit is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa cards are accepted.
Your deposits qualify for up to a maximum of $2,500,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity.
You can access the terms and conditions of the sweep program at https://go.thread.bank/sweepdisclosure and a list of program banks at https://go.thread.bank/programbanks. Please contact customerservice@thread.bank with questions on the sweep program.