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SVB T&E Help Center home page SVB T&E
Need further support? Reach out to cardservices@svb.com or 866-553-3481
  1. SVB T&E
  2. Team Management
  3. Managing Teams

Managing Teams

  • How to see if a user has connected their bank account to SVB T&E
  • FAQ: How do I downgrade a Manager to an Employee?
  • How to handle expenses under a Manager's profile when they leave the company
  • How to assign a Delegate
  • Managing your team on the People page
  • Roles and Permissions: Admins, Managers, and Employees
  • Troubleshooting Team Bulk Upload
SVB T&E
Need further support? Reach out to cardservices@svb.com or 866-553-3481