Getting started as an Admin

Note: This article primarily applies to Ramp Administrators. Cardholders may find other articles in the Getting started section to be more applicable.

Overview

Take your first steps into a transformative experience with Ramp—the leading spend management platform uniquely designed to streamline and optimize your business expenses. Let's kickstart your journey to financial efficiency by guiding you swiftly through the essential steps to get started. For video onboarding resources, browse our training here.

Video walkthrough: Set up Ramp as an Admin: verify bank accounts, configure expense policies and approval workflows, invite your team, issue cards, and migrate spend. Best in your first week as an Admin to get your company live on Ramp end-to-end. Watch the video.

Getting started as an Admin

1. Ramp Admin guide
2. Setup your expense policy

• Approval policies
• Submission policies
• Transaction reviews
• Spend guidelines: alerts & flags

3. Invite a new user
4. Issue cards
5. Setup your accounting
6. Setup reimbursements
7. Edit your communication preferences
8. Setup Slack integration

Admins on Ramp see the Setup Guide in the product for the first 90 days on Ramp.