Users with the Manage Cards user permission can set up cardholders within the ExpenseIn Cards module. Once a cardholder has been added, you can order them a card.
Note:
A cardholder can only be created if they have already been added as a user within the Admin area.
Cardholders can only be added individually.
There must be at least one spending control available before creating a cardholder.
To create a cardholder, follow the steps below:
1. Go to the Cards module and click Manage.
2. In the Expense Cards section, click the Cardholders subheading.
3. Click New Cardholder.
4. On the Details tab, fill out the user information.
Note:
All details must be entered accurately. These details will be used for verification and card authorisation checks.
Ensure the phone number is entered with the correct international code (e.g. +44). The phone number will be used for the 3DS checks for online transactions.
5. On the Additional tab, enter the cardholder’s Date of Birth and upload their Photo ID.
Note: Whilst this information is not mandatory, we recommend that these are populated for verification checks and regulatory purposes.
6. Click Create.
7. A banner will appear at the top of the screen to confirm the cardholder has been added.
You can now order a card for this cardholder.
Note: You can view the history of the cardholder, including who created them and whether they've been deactivated previously, by clicking the three dots icon against the cardholder and then selecting View History from the drop-down.
