How to Add a New Policy?
- Select Policy Settings from the Profile icon’s drop-down menu
- Click + Add Policy on the right side of the screen
- Fill out the form > Click Save
Getting Started with Bento
How Much Does Bento Cost?
Who Can Sign Up for Bento?
How Do I Sign Up for Bento?
What Information Do I Need to Provide to Sign Up for Bento?
What Documents are Used for Enrollment Verification?
How Do I Contact Bento?
What Bank Holidays Does Bento Observe?
Quick Guide to Getting Started with Bento for Business
What Security Measures Does Bento Take to Protect My Information?
Account & User Management
How Do I Set Up and Manage Alerts on My Bento Account?
How Do I Change or Update My Business Phone Number or Business/Shipping Address?
How Can I Use Multiple Bento Accounts?
How Do I Cancel My Account?
How Do I Upgrade or Downgrade My Subscription Plan?
How Do I Reset or Change My Password?
What is Two-factor Authentication?
How Do I Troubleshoot Two-factor Authentication Issues?
How Do I Change my Account’s Email Address?
How Do I Log Into/Login to My Bento Account?
I have Multiple Bento Business Accounts, Can I Merge the Accounts?
I Want to Keep My Businesses Separate, How Do I Add Another Business?
How Do I Change My Business Name?
How Can I Use Bento for Accounting?
Can I Access Multiple Bento Accounts with the Same Login Credentials?
How Do I Grant an Employee Login Access to the Web and Mobile App?
What Do I Do If Someone I've Sent an Invitation to Hasn't Received it?
How Do I Create a Department?
How Do I Assign a Department Lead?
How Do I Update Multiple Users At Once?
How Do I Create a New User?
How Do I Import Multiple Users At Once?
How Do I Change a User’s Role?
Transactions & Card Management
Can Bento Cards Be Used Internationally?
What's the Difference Between an Employee Card and a Utility Card?
What is the Billing Address of My Bento Card?
What's the Maximum Card Spend Limit on Bento Cards?
How Do I Set or Reset a PIN on a Bento Card?
What Do I Do If My Card is Lost or Stolen?
How Do I Replace, Reissue or Cancel a Card?
How Do I Create a Card?
How Do I Activate My Card?
When Do My Spending Limits Reset?
Why Did My Card Get Declined?
How Do I Deactivate a Card?
When Will My Employees Get their Cards?
How Do I Reassign a Utility Card to a Different User?
How Do I Use My Virtual Card?
How Do I Add My Bento Card to a Mobile Wallet?
How Do I Change the Name on a Card?
How Do I Create Multiple Cards At A Time?
When Will I Get My Card?
How Do I Update Multiple Cards At Once?
What Are the Different Types of Controls I Have on a Card?
How Do I Enable 'Card Not Present' on a Card ?
How Do I Make my Bento Card My Mobile Wallet's Default Card?
How are Fixed Value Cards Different from My Current Bento Cards?
Why Don't I See a Refund on My Card?
Why Do I See An Additional Pending Amount Being Held on My Card?
How Do I File a Transaction Dispute?
How Do I Use Transaction Filters?
Where Can I Find My Monthly Statements?
How Do I Read My Monthly Statement?
What Do I Do If I See Unrecognized Charges on My Transaction Activity?
Payments & Receipt Management
How is Accepting a Payment As a Bank Transfer Different from a One-Time Use Virtual Card?
How Do I Cancel a Payment?
What Does It Mean When a Payment is Declined, Canceled, or Returned?
How Do I Accept a Bento Pay™ Payment?
Bank Accounts, Deposits & Funds
How Do I Link and Verify My Bank Account to Transfer Funds?
How Do I Add/Transfer Funds to My Bento Account?
How Do I Cancel a Bento Transfer?
Why Hasn't My Bento Transfer Processed Yet?
What Do I Do If My Bento Transfer Fails?
How Do I Delete or Change the Bank Account Connected to My Bento Account?
How Do I Deposit Funds and Check My Bento Account Balance by SMS Text?
Can I Have Multiple Bank Accounts Linked to My Bento Account?
What are Policy Settings and Why Do I Need Them?
How to Add a New Policy?
How to Edit/Delete an Existing Policy?
What are the Parameters/Fields I Can Set Policies For?
How Many Reminders Can I Set to Rectify a Policy Violation?
When Will the Policy Violation Reminders Go Out?
When Will a Card Turn Off for Violating a Policy?
Feature and Set Up Guides
Transaction Filters and Tags
Policy Settings - Overview and Management
Admin Management and Permissions
Bento Payment Methods
Receipts Overview and Management
Card Management - Overview, Controls, and Departments
Security and Privacy Policies Best Practices
All Categories > Policy Settings > For Admins > How to Add a New Policy?
Updated 2 years ago by Chandrika Chandwani