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Created by: Jeff | Published on February, 27, 2026
Employee Management - Administrators
This article explains how to add and manage Administrators within your WalletCard account.

Administrators can be assigned different levels of access depending on their role within your organization.

Categories: Company Premium Professional

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Created by: Jeff | Published on February, 27, 2026
Employee Management - Managers
This tutorial will guide you through how to use the Company Managers feature in your WalletCard account. You will learn how to:

  • Enable manager visibility
  • Add a manager
  • Assign employees to a manager
  • Assign managers from an employee profile
  • Assign managers via CSV import

Categories: Cardholder Company Platform Updates

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Created by: Jeff | Published on October, 31, 2025
Issuing Trainee Certificates
This tutorial will guide you through issuing certificates as a Certified Trainer in your WalletCard account.
 
You’ll learn how to issue certificates from both the Courses page and the Client List page.

Categories: Company Trainer

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Created by: Jeff | Published on October, 17, 2025
Adding In-House Courses
This articles covers how to add In-House Courses in your account.

Categories: Company Professional

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Created by: Jeff | Published on December, 03, 2019
Document Notes Tutorial
This Tutorial will guide you through the 'Documents' features. Topics covered will include adding and managing custom folders, employee groups, tags and categories as well as creating a new Document Note with discussions, documentation and setting reminders.

Categories: Company Premium

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