Owners and Admins can create virtual and physical cards to enable team members to make purchases on behalf of the business.
Who can use this feature
- Owner
- Admin
Step-by-Step guide
- Go to the Cards section (left menu navigation).
- Click Create new card.
- Select the Team Member for whom this card is being created.
- If you have not invited them as a team member yet, click Add team member and follow our Invite a team member help article before creating their card.
- Select the Card Type:
- Virtual card (recommended):
- A team member can have unlimited virtual cards.
- Read our Tips for using Virtual Cards
- Physical card: A team member can have only one physical card.
- Enter a Card description.
- Make it easy to recognize the card later in your portal: Describe why this card is being used. Examples: Office Supplies, Furniture, IT, Lunch Stipend.
- [Optional] Enter a Card monthly budget.
- Adding a monthly budget helps control how much a team member can spend with the card every month. Learn more about card budget.
- Keep in mind:
- You cannot add a budget later. If a card is created without a budget, one cannot be added afterward.
- You cannot remove a budget. If a card is created with a budget, you can only adjust the budget amount.
- Click Create Card.
Don't use the team member's name as the description: Team members can have multiple cards, so using their name may make it harder to differentiate their cards later.
Primary account holder responsibility Please keep in mind that the primary account holder (owner) is responsible for ensuring that all charges made by the authorized cards are paid in a timely manner.