Create and assign cards
Super Admins can create cards based on the specific needs of the users utilising them.
User cards are assigned to employees and used primarily for user-specific expenses, such as travel or employee training; whereas Company cards can be used for specific or project-based expenses, such as 'Advertising' or 'Project X'.
| User card | Company card |
| Assigned to users for user-specific company expenses | Assigned to users, groups, teams for specific or project-based expenses |
| Named after the user it was created for | Named after the project or specific expense it was created for |
| Can have only one assignee | Can have multiple assignees |
Visit this link to see how you can order cards for users. In the process of creating cards, you can assign them to specific users, label them, and assign a currency to them, among other things.
Visualise and manage cards
With Soldo, it’s possible to get an overview of all the cards that have been created and assigned to different users and groups of users.
By clicking on the Cards section, you will be presented with a table view and filters. Here you will be able to see each card’s name, activation status, number, type, assignee, group, balance, and amount spent. Simply click on the relevant card to get a detailed look at its transactions and the rules that apply to it (e.g. spending limits, contactless, permitted expense categories, etc.). You can also see the wallet linked to the card in the top right corner, below the ‘Available balance.’
Delete cards
Deleting a card is a simple and permanent process. After you have selected the relevant card in the Cards section, click on the three dots in the top right and select ‘Delete card.’ This action can’t be undone. For more information on how to delete a card, see this article.