top of page
Onboarding
At this point in the journey, the administrator can begin issuing cards to employees. You can issues virtual cards (or physical cards) and you can begin setting up controls for how employees are allowed to use their newly issued cards. Congratulations! You are now fully in control of securely issuing cards and setting spending rules based on your business policies and best practices.
Navigate to your Cards page
Make sure you're on the Card management tab.
Create new card
Click on the New card button in the upper right of your screen
Issue card
Select a team member to assign the card to and adjust the card's settings.
bottom of page