PerkUp

Explains what the virtual Perk Card is, why some members don't see it, and the four requirements (org enablement, balance, US billing address, terms acceptance) needed to activate it.

Setting up your virtual Perk Card

Explains how to request a physical Perk Card via the support messenger, shipping timelines, US/Canada availability, and that it replaces your virtual card.

How to get a physical Perk Card

Walks members through manually adding their revealed Perk Card number, expiry, and CVC to Apple Wallet, since there's no automatic in-app provisioning.

Adding your Perk Card to Apple Wallet

Walks members through manually adding their revealed Perk Card number, expiry, and CVC to Google Pay/Google Wallet, since there's no automatic in-app provisioning.

Adding your Perk Card to Google Pay

Cameron Soregaroli

Thomas Mirmotahari

Activating your virtual Perk Card and adding it to Apple Wallet or Google Pay.

Getting your card

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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