Caviar for Companies

  • Managing Your Company

    On your Manage Team page, you can view the state of your company at a glance. When signing into your account page, on the left hand bar you...

  • Inviting Employees to Join Your Company

    You can invite employees by sharing your company’s unique Shareable Link found under Team Settings. Your employees will have to create ...

  • Editing Company Domain Address

    Your email domain address is used to verify employees who join your company. It is required in order to invite employees to join your compan...

  • Adding a Role

    You can add several roles - each member can belong to one role, but you can have as many roles as you need. Some of the common roles we’ve s...

  • Assigning a Role

    When you click on a member name, you are able to assign the member to a role from the dropdown menu.

  • Adding/Editing a Restriction for a Company/Role

    Under Role Restrictions, you can add restrictions for specific roles. Currently, you are able to set a rule for budget and time of day (hour...

  • Billing / Invoicing Cadence

    Caviar has two invoicing periods per month: the 1st through the 15th. and the 16th through the end of the month. Invoices are sent within 2-...

  • Billing Codes

    If you would like to have billing codes enabled, please be sure to tell your Caviar contact during onboarding. Billing codes are alphanumeri...

  • Adding/Editing a Restriction for a Specific User

    If you would like to set a user-specific restriction, you can do so by clicking on Edit under restrictions on the Members table and then cli...

  • Toggle Accounts

    If you love Caviar at work, you can create a personal Caviar account (see below) to use at home. With that account, you will be able to pay ...
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