Assign Company Cards

Assigning company cards links company cards to Workspace members so their transactions are automatically imported into their account for expense tracking.

Who can assign company cards

Workspace Admins can assign company cards after a company card feed is connected.

If you haven’t set up a feed yet, learn how to set one up:

• Learn how to set up a direct company card feed connection.
• Learn how to set up a commercial card feed connection.

How to assign company cards

1. Click the navigation tabs (on the left on web, on the bottom on mobile) and select Workspaces > [Workspace Name].
2. Select Company cards.
3. Select the card connection name.
4. Click Assign card on the card you want to assign.
5. Enter the assignee’s name, email address, or phone number.
6. Review the details and click Assign card to finalize the assignment.

What happens after you assign company cards

• Posted transactions from the assigned card import automatically into the member’s account as expenses.
• The imported company card expenses are added to reports and submitted according to Workspace rules.

FAQ

Can I assign a company card to someone who is not a member of the Workspace?

You can enter any name, email address, or phone number when assigning a company card. However, only Workspace members can have company cards assigned to them. If the assignee is not yet a Workspace member, you can invite them while assigning the card.

Can I assign multiple company cards to one member?

Yes. A member can have multiple company cards assigned. Each card’s transactions will be automatically imported into their account.

Can members unassign their own company cards?

No. Only Workspace Admins can assign or reassign company cards.