Assign Corporate Cards to Users

To issue a card to a new employee, use Create Card on the Team Cards screen. This is the primary workflow for corporate and Emburse card programs. Unassigned cards are rare and typically result from a deactivated user; to assign an unassigned card, use the Card Programs screen.

Create and Assign Cards on the Team Cards Page

The Team Cards screen lists all of the card programs connected to your Emburse Spend account as tabs across the top of the screen. In order to appear as a tab, each card program must be connected to your Emburse Spend account.

Admins and managers may create and assign Virtual Emburse or American Express Cards for up to 10 employees at once in Emburse Spend. Admins may also issue virtual cards to themselves.

Administrators must issue cards that have the member's legal first and last names, as we can no longer issue physical or virtual cards that have place names, non-users, or locations in place of a first and last name.

1. Select Team Cards in your Admin or Manager sidebar.

   

2. Select Create Card.

   Managers can only create cards if enabled by your administrator.

   

3. Select Virtual Card.

   

4. Choose from recently created cards if you would like to use them as a starting point, a previously created Card Template, or choose Virtual Card if you would like to start from scratch.

   

   For more information on how to create a Card Template, visit the following help center article: Create and Manage Emburse Card Templates.

5. Complete the card details and select Issue Card.

• Employee: Choose up to 10 members from the dropdown menu to assign a Virtual Card to. It can be helpful to order multiple cards at once if you are planning for upcoming travel or pre-approved purchases that will be completed by multiple team members.
• Card Purpose: Describe how the card will be used.
• Budget: Choose how much can be spent on this card in USD. This will apply a cap to how much the card owner can spend on the card. Managers cannot create cards for an amount higher than their Max Limit Per Card.
• Frequency: Determine whether the card has a recurring budget, and how often the balance is reapplied.
• Start and End Date: Determine the time period when the funds will be available on the card. If you choose a recurring frequency, the budget will be reapplied until the end date you select. Mark the Start Date as the current day you are creating the card, and add one day to the End Date as the card could be deactivated up to 4 hours before the specified end date.

Once virtual cards have been created and activated, team members can use and manage their cards on the Cards screen.

Virtual card details will be displayed in Emburse Spend both on the web and in the mobile application for online purchases and the card can be added to Apple Pay for iOS or Google Pay on Android for in-person spending.

Create and Assign Physical Cards

Admins and managers may create and assign Physical Emburse Cards in Emburse Spend. You may create physical cards ad hoc as needed or bulk order physical Emburse Cards. Each member may only have one physical Emburse Card assigned at a time.

In alignment with enhanced security protocols, only the cardholder in possession of the physical card may access the full card number. Administrators no longer have visibility into full card details for other cardholders.

1. Select Team Cards in your Admin or Manager sidebar.

   

2. Select Create Card.

   

3. Select Physical Card.

   Managers can only create physical cards if enabled by your administrator.

   

4. Choose from recently created cards if you would like to use them as a starting point or choose Physical Card if you would like to start from scratch.

   

5. Complete the card details and select Issue Card.

• Employee: Choose the team member who will be responsible for using the card and expensing card transactions.
• Card Name: Describe how the card will be used.
• Budget: Choose how much can be spent on this card in USD. This will apply a cap to how much the card owner can spend on the card. Managers cannot create cards for an amount higher than their Max Limit Per Card.
• Frequency: Determine whether the card has a recurring budget, and how often the balance is reapplied.
• Start and End Date: Determine the time period when the funds will be available on the card. If you choose a recurring frequency, the budget will be reapplied until the end date you select.
• Allowed Merchant Category Groups: This field is optional. It will prevent users from using their cards at any type of merchant except those in the merchant category groups selected here.
• Shipping Address: Input the address that the physical card should be mailed to. This can be your office or directly to the cardholder, as long as it is within the US.
• Shipping Method: Choose if you would like expedited card shipping (4-5 business days) for an additional cost of $13.00 + optional signature verification for $3.00.

Once a card is received and activated, team members may use and manage their cards on the Cards screen. Physical Emburse Cards can be used anywhere major credit cards are accepted.

Assign from the Card Programs Page

Use this workflow to assign an unassigned card to a user. Click the Gear button to access the Company Settings screen, then click Card Programs. Find the desired card program and click the More Actions button, then click Manage Cards.

On the Manage Card Program pop-up, click on the User drop-down menu to select the user you wish to assign or unassign. Click the red Trash button to delete a card and unassign it.

When you are done, click Save.