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Setting card presets for my team members

Spend controls presets allow you to apply the same spend controls to multiple cards.

For example, your company can offer an allowance for all new joiners. To do that you'd need to create a preset called "New Joiners" and set for it an all-time allowance of £200. Any card connected to that preset will automatically inherit the £200 limit.

To create a new preset:

  • Go to Home and open Cards tab
  • Click on "Manage presets" (if using mobile app - click three dots button (...))
  • Click Create New and follow steps on screen

To link a card to a preset:

  • Go to Home and open Cards tab
  • Select a single card
  • Click on "See all" in Spend Controls
  • Click "Change" in Spend Controls and choose the desired preset

Editing presets can be done from two places: the Manage Presets screen or the card's Spend Controls screen.

When editing spend controls from within card details you'll have two options:

1. Save the change to preset and update it for all other cards linked to it

2. Save the change for that card only and unlink this card from the preset

Note: only admins can manage and edit spend controls presets.

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