Getting started as a User

Overview

Welcome to Ramp, the most powerful spend management platform. You can get started in just a few minutes. 

Users on Ramp can access everything they need to request funds from their managers and finance teams. Our onboarding flow is designed to streamline the process for new employees and better educate users on how spending works on Ramp.    

Here is how to get started: 

1. Using your card
2. Submitting receipts and expenses
3. Submitting reimbursements
4. Requesting a new card
5. Ramp mobile app
6. Paying the company back when out of policy

Getting started as an Employee

What does the onboarding flow look like for users?

1. Accept the invitation to join Ramp (email)
2. Create account
3. Confirm any funds issued (if applicable)
4. Enter address (if receiving a physical card)
5. Review and sign the Expense Policy
6. Verify your phone number
7. Set up your authenticator app for extra security
8. Set up a passkey for secure sign-in
9. Download the Ramp mobile app.

What does the onboarding flow look like for reimbursement-only users?

1. Accept the invitation to join Ramp (email)
2. Create account
3. Confirm issued reimbursement-only funds*
4. Review and sign the Expense Policy
5. Verify your phone number
6. Set up your authenticator app for extra security
7. Set up a passkey for secure sign-in
8. Download the Ramp mobile app.

Getting started as a Manager

Setting up Ramp as an admin? Check out this article: Getting started as an Admin