Create business account holder
Steps for creating a business account holder and an overview of details collected during account creation.
Highnote Support
Find answers and resources to your Highnote questions.
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Create person account holder
Steps for creating a person account holder and an overview of details collected during account creation.
Connect external accounts
An overview of external bank accounts and steps for connecting an external account from the dashboard.
Issue virtual cards
An overview of issuing virtual cards using the Highnote dashboard.
Create authorized users
Steps to create an authorized user and an overview of details collected during account creation.
Configure spend rules
An overview of spend rule types and steps for attaching, managing, and detaching spend rules.
Transaction basics
An overview of the transaction lifecycle within the Highnote platform.
Configure velocity controls
An overview of velocity controls and steps for creating, attaching, and detaching velocity controls.