To order a purchase card for a user, you will either be prompted to enter the purchase card details when inviting a new user to your business account or you will need to go to the Edit User - Purchasing page for that user by first navigating to the Users page under the Admin Settings and selecting the pencil icon on their record.
Things to Know
- Purchase cards can only be ordered for Account Admins, Group Admins, and Purchaser roles.
- Payers do not have permissions to purchase on the account.
- Purchase cards can only be ordered by Account Admins.
- An Account Admin cannot order a purchase card for themself unless they are the Primary Admin on the business account during the onboarding flow.
Purchase Card Order Process
To order a new purchase card for a new user when inviting them to the account…
- Navigate to the Users page located under the Admin Settings.
- Select Invite New User.
- Enter the First Name and Last Name (legal name is required), Email, and Username/ID (optional).
- Select the Group and Role and enter the Individual Credit Limit amount.
- Enter the shipping address of the user for where the purchasing card should be sent to and select Continue.
- Once the new user activates their account, the new purchase card creation will be initiated.
- The card will arrive in 7-10 business days.
To order a new purchase card for an existing user…
- Navigate to the Purchase Controls page located under the Admin Settings.
- Ensure Individual Credit Limits and Purchase Cards are enabled on your business account. If not, enable both.
- Navigate to the Users page located under the Admin Settings.
- Select the pencil icon on the record of the user you wish to order a purchase card for.
- Navigate to the Purchasing subpage.
- Enter an individual credit limit for the user and select Save.
- On the same page, select Create Card under the Purchase Card section.
- Verify that the cardholder's name is correct.
- This should be the legal name of the cardholder.
- If you need to change the legal name of the cardholder, go back to the previous page and navigate to the General subpage to modify the First and Last Name of the user.
- Enter the shipping address of the user for where the purchasing card should be sent to and select Create.
- Confirm the card creation by selecting Create Card.
- The card will arrive in 7-10 business days.
