Easily edit any existing card, whether Physical or Virtual. Update the card name, spend limits, spending categories & more. You can also toggle SMS notifications on and off.
Steps to Edit a Card:
1. Log in to your account on the platform.
2. From the main menu, click on the Cards tab.
3. Find the card you want to edit and go to the Actions column on the right.
4. Click the three dots (...) to open the edit menu.
5. Select Edit from the dropdown.
6. Make any necessary updates to the card settings, such as:
Spend limits
Allowed merchant categories
Card nickname or labels
7. When you're done, click Save at the bottom of the screen.
Your changes will take effect immediately.
Steps to Toggle on/off SMS Notifications:
Navigate to the Cards tab and find the card you'd like to edit SMS notifications.
Click the three dots (...) to open the edit menu.
Toggle on/off the SMS Notifications
If notifications are toggled off, the user assigned to the card will not recieve receipt and memo SMS's to submit the transaction info.