Understanding card visibility and access in Spendesk is crucial for maintaining security and ensuring the proper delegation of roles and permissions. This article outlines how card details and ownership are managed, depending on user roles within Spendesk.
Card Visibility by User Role
Administrators and Account Owners
Administrators and Account Owners can view all assigned company cards by navigating to the "Cards" tab. This includes both physical and virtual cards.
Importantly, even though Admins can manage cards, they cannot see the full card details (e.g., card numbers) of cards assigned to other users. This limitation is intended to preserve cardholder privacy and enhance security.
Requesters
Requesters can only view their own assigned cards. They can navigate to the "Card" tab to see information about their physical or virtual card assignments.
Categories and Types of Cards in Spendesk
Spendesk cards are broadly divided into the following categories:
Physical Cards: These are tangible cards issued to users for in-person transactions.
Multi-use Cards: Virtual cards that can be used for multiple business purchases.
Subscription Cards: Virtual cards designated for recurring or subscription-based payments.
Single-Use Cards: Virtual cards that can be used for a single online purchase.
Any card in Spendesk is linked to a specific user and cannot be transferred or shared between users. This policy further ensures individual accountability and prevents misuse of card privileges.
Security and Confidentiality Guidelines
Spendesk adheres to strict privacy measures by restricting full card details to the cardholder only.
Cards are issued with specific purposes and role-appropriate permissions, ensuring clarity and simplicity in management.
By understanding these user roles and associated permissions, teams can effectively manage corporate spending while maintaining robust security standards.