Getting started as a User

Note: This article primarily applies to Ramp employees and managers. Administrators may find Getting started as an Admin to be more applicable.

Overview

Welcome to Ramp. You can get started in just a few minutes.

As a Ramp user, you can request funds, submit expenses, and manage reimbursements. Our onboarding flow is designed to streamline the process for new employees and better educate users on how spending works on Ramp.

Once onboarding is complete, see Navigate Ramp for the key pages and guides you will use day to day.

Onboarding as an Employee

When you are invited to Ramp, you receive an email invitation with a link to begin onboarding. The onboarding flow guides you through each step below.

Employee onboarding steps

1. Accept the invitation — Open the invitation email from Ramp and select the link to get started.
2. Create your account — Enter your name and set a password, or sign in with your company's SSO provider.
3. Confirm your funds — Review the cards or Spend Limits your Admin has issued to you. If you have been issued a physical card, virtual card, or both, you will see the details here.
4. Enter your shipping address — If you are receiving a physical card, enter the address where you want it shipped.
5. Review and sign the Expense Policy — Read your company's expense policy and type your name as a signature to acknowledge it. This step is skipped if your company has not set up an expense policy.
6. Verify your phone number — Add and verify your phone number for account security.
7. Set up multi-factor authentication — Set up an authenticator app (such as Google Authenticator or Authy) and optionally register a passkey (fingerprint or face recognition) for secure sign-in.
8. Download the Ramp mobile app — Scan the QR code on screen or follow the link to download the Ramp app on iOS or Android. The mobile app lets you submit receipts by taking a photo and manage expenses on the go.

Video walkthrough: View your cards, submit receipts and memos, and request spend or reimbursements on Ramp as an Employee. Best on your first day with Ramp so you learn the core actions you will take every week. Watch the video.

Onboarding as a reimbursement-only user

If you have been granted reimbursement-only access (no card), you go through the same onboarding flow as above with these differences:

• The funds confirmation and shipping address steps are skipped because there is no card to issue.
• The mobile app download step highlights mobile reimbursement submission instead of card features.

For details on how reimbursement-only access works, see Reimbursement-only Spend Programs.

Your onboarding steps are:

1. Accept the invitation — Open the invitation email from Ramp and select the link to get started.
2. Create your account — Enter your name and set a password, or sign in with SSO.
3. Review and sign the Expense Policy — Read and acknowledge your company's expense policy.
4. Verify your phone number — Add and verify your phone number.
5. Set up multi-factor authentication — Set up an authenticator app and optionally a passkey.
6. Download the Ramp mobile app — Download the app to submit reimbursements from your phone.

Navigate Ramp

After onboarding, here are the key pages you will use as a Ramp employee.

• Home — Your starting point. View tasks that need your attention, quick actions, and recent activity.
• Cards and funds — Select a card or fund from your Home page to open My Wallet. See How to use Ramp funds, physical cards, and virtual cards.
• Expenses — View transactions and add receipts, memos, and accounting details. See Submitting receipts, memos, and accounting for your Ramp transactions.
• Reimbursements — View and submit reimbursements for out-of-pocket expenses. See Submitting reimbursements.
• Request — Request new cards or additional spending limits. See Spend requests and spending limit increases.

Getting started as a Manager

Manager is an add-on role that layers team approval and review capabilities on top of your base role. What appears in your inbox depends on your base role and enabled permissions. For details, see User roles overview.

Manager inbox

Your Inbox is where you review and approve items from your team, such as card transactions, reimbursements, and fund requests.

Setting up Ramp as an Admin? See Getting started as an Admin.

Manager video walkthrough: Submit receipts and memos, request spend or reimbursements, approve items, and request on behalf of team members in Ramp as a Manager. Best for managers getting started with approvals and delegated spend workflows. Watch the video.

Frequently asked questions

How do onboarding checklist tasks work?

Open your onboarding checklist to see the tasks Ramp is tracking for your account. A task can only be skipped if that task shows Skip this task. Most onboarding tasks clear after you finish the related action in Ramp.

Depending on which onboarding experience your company uses, you may also be able to dismiss the full checklist from the page menu. This hides the checklist callout from your dashboard, but you may still be able to open the checklist again later.