In this pilot program, we are integrating SVB T&E with our online banking platform, SVB Go. You will now be able to access SVB T&E directly from the SVB Go portal with one click. We are also consolidating user management for SVB T&E on SVB Go. You will be able to manage all your users and their SVB T&E permissions on SVB Go.
1. What is Changing?
- Access: SVB T&E users now have the option to access SVB T&E directly from SVB Go via an SSO link.
- User Management: Company administrators can now manage all SVB T&E users and their permissions within SVB Go, alongside other SVB Go users.
2. What is not Changing?
- Platform Capabilities: Maintain current use of all SVB T&E capabilities: Travel, ERP/accounting sync, Virtual card issuance, expense submission and approval routing, policies, reimbursements, notifications, reporting, etc.
- Support: For any card or expense management related inquiries, continue to contact SVB Card Services 24/7 at 866-553-3481 or via email at cardservices@svb.com.
- Pricing: SVB T&E continues to serve your expense management needs at no additional cost.
3. Will my employees have access to company banking details in SVB GO?
No, employees will not have access to company banking details in SVB Go by default. Access is only granted if you explicitly assign permissions to view company banking details in SVB Go.
4. How do I access SVB T&E?
You can access SVB T&E using one of the following methods:
-
Via SVB Go (*new*)
- Log into your SVB Go portal
- Navigate to the Card section
- Click on the Go to SVB T&E link to launch your expense dashboard – no need to enter separate SVB T&E credentials
-
Directly with SVB T&E
- Navigate to expense.svb.com
- Enter your SVB T&E credentials
- Access the platform as you do today
-
Mobile App
- Open the SVB T&E mobile app
- Enter your SVB T&E credentials
- Continue to access the mobile app as you do today
5. How do I manage my SVB T&E Users?
Administrators can now manage SVB T&E users from a centralized location within SVB Go:
- User Management: manage all SVB T&E users and their permissions alongside other SVB Go users from the Administration page.
- User Access Control: add new users, remove existing users, and define assigned roles to control access to SVB T&E.
*Please Note: All changes made to users on SVB Go will be reflected in real time on SVB T&E (on the People page).
6. How do I invite an SVB T&E user to SVB Go?
- From the SVB Go dashboard, navigate to the Admin section in the left-hand menu of SVB Go.
- Within the Administration page, click on Add User (top right corner).
- Follow the steps in the Add User workflow.
- On the Assign Permissions step, enable the SVB Travel & Expense (T&E) permission for the user.
- The user will receive an initial welcome email from SVB Go prompting them to create their user profile.
- If the user is new to SVB T&E, they will receive an additional welcome email from SVB T&E after setting up their SVB Go profile, prompting them to create their SVB T&E credentials.
*Please Note: SVB T&E credentials will still be used for the mobile app access.
7. How do I modify an existing user to manage their SVB T&E permission?
- From the SVB Go dashboard, navigate to the Admin section in the left-hand menu of SVB Go.
- On the Administration page, search for the user.
- Click on the Actions menu on the corresponding user row and select the Edit option.
- Under the Assign Permissions section, toggle the SVB T&E permission on or off as needed.
- Save your changes.
8. What user attributes are managed in SVB Go vs. SVB T&E?
The following user attributes can be managed in:
| SVB Go | SVB T&E |
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