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
- Ramp Admin guide
- Set up your expense policy
- Invite a new user
- Issue cards
- Set up your accounting
- Set up reimbursements
- Edit your communication preferences
- Set up Slack integration
Admins on Ramp see the Setup Guide in the product for the first 90 days on Ramp.
Frequently asked questions
How do Setup Guide tasks work?
Open the Setup Guide to see the onboarding tasks Ramp is tracking for your account. A task can only be dismissed or skipped if that task shows Dismiss or Skip this task. Most Setup Guide tasks clear only after you finish the related setup in Ramp.
Some onboarding experiences also let you dismiss the full Setup Guide from the page menu. This hides the Setup Guide callout from your dashboard, but it does not always prevent you from opening the Setup Guide again later.