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Restrict card access for specific members

Account owners and Admins can restrict physical and virtual cards for users if needed!

Updated over a week ago

Account Owners and Admins can restrict physical and virtual cards for specific members when necessary!

You can now simultaneously limit both the creation of new virtual cards and the use of physical cards. 🎉

Restrict Card Access

❌ To limit access to physical and virtual cards for a specific member, follow these steps:

  1. Go to Settings > Organisation > Members.

  2. Select the relevant member.

  3. Click on Restrict card access.

By doing this, the member will no longer be able to:

  • Make purchases using their physical card.

  • Create new virtual card requests.

➡️ Note: Existing virtual card requests and approved virtual cards will not be affected. These cards will remain valid for payments.

Re-authorize Card Access

✅ To allow these members to request virtual cards and use their physical cards again:

  1. Navigate to Settings > Organisation > Members.

  2. Select the relevant member.

  3. Click on Allow card access.

Remove Access to Approved Virtual Cards

If you want to prevent a member from using virtual cards that have already been approved, you can delete these cards by going to the Requests tab.

FAQ

Q1: Will restricting card access affect existing virtual cards?
No, restricting card access only prevents members from creating new virtual card requests or using physical cards. Approved virtual cards remain functional unless manually deleted.

Q2: How can I delete already approved virtual cards?
Go to the Requests tab and delete the virtual cards you no longer want the member to use.

Q3: Who can manage card access restrictions?
Only Account Owners and Admins have the rights to restrict or re-authorize card access for members.

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