Note: We have already set up your company Dónde page and added you as a User with Admin permissions. Follow these steps to complete the onboarding process.
In order to access your company’s admin tools, you first need to set up your personal user account. This will be the first thing you are prompted to do after clicking on the link in your welcome email.
You are now a Dónde User with Admin permissions. Here is a list of helpful definitions as you start to set up your company.
Company employees. They can contribute and save money in their individual wallet, create trip itineraries, share itineraries and photos to the company page, and book travel with their funds.
Individual users who have additional manager permissions. This includes access to one or more designated budgets, the ability to reward individual users assigned to their team, and the ability to request additional funds from their admins.
Individual user with admin permissions to set up and manage the corporate bank account; add and remove users; and create, assign, and approve budgets.
NOTE: Admins can also be managers of teams. Admins cannot issue a reward to themselves, for this reason, we recommend having at least two Admins.
In order to transact with Dónde, our banking partner needs to verify your business. This step might seem intimidating, but we’ve made it as painless as possible.
1. Prepare any documents you may need
Select your business type to see what information or documents you’ll need.
2. Navigate to your company Admin page
You can navigate to your company's admin page through the dropdown under your profile picture or the red bar at the bottom left that says, "Admin Settings.
3. Select your business type and follow the guided prompts
When prompted to enter an email, it must be different than the one that you used to set up your personal account. The best practice is to use an accounting (e.g., email@example.com) or finance email address for your company account verification.
We have designed a simple process in order to identify and verify your company for compliance reasons. This process helps mitigate money laundering, terrorist financing, tax crimes, and phishing by registering each company, per government regulations.
Our banking partner, Dwolla, and their underlying bank requires this information. Any information that we collect during this process is stored securely and is not accessible to anyone other than the systems requiring it for verification purposes.
On your end, the verification process will only take a few minutes. Once you have finished, it make take a few minutes —or even up to a few days– depending on the verification documents required by each bank.
4. Connect your corporate bank account from the account details page
You’ll need to connect a bank account before distributing your company match or rewarding employees.
Not at this time. Connecting through payroll has various limitations and provides less control to the employee, as far as when they can deposit funds. It is something we are considering for the future once we are able to mitigate those limitations.
Yes, you are able to change the specific account and/or specific connected bank whenever necessary.
Connecting your corporate bank account allows you to fund your company’s match policy. It’s also necessary in order to reward employees’ individual accounts.
We use Plaid to connect your bank account to our partner banking system. Plaid uses the highest levels of security possible to keep your information safe. When you link your checking account with a financial application through Plaid, the company instantly encrypts sensitive data and shares it with the application using a secure connection. To read more about Plaid’s security measures, visit the Plaid Safety Page
5. Verify your corporate bank account
Your corporate bank account will receive two micro-deposits of 99¢ or less within two days of you initiating the connection.
Once you received these deposits, return to the account details page
within 48 hours.
You will then indicate the amounts that were deposited and the order in which they wre received to complete the bank verification process.
We automate our welcome email to employees, and we’ve seen them get blocked recently. Have your IT email team whitelist emails from any godonde.com email address so your team receives their welcome email smoothly.