Payhawk team cards are corporate cards linked to a shared limit so that their cardholders can use the money within that shared limit for its intended purpose.
When creating a team card, that is, assigning a shared limit to two or more employees, you can either link existing cards to that team card or issue new cards to the required employees.
Payhawk team cards have stand-alone limits and cannot be included in an existing company spend policy.
All cards that are linked to a team card in Payhawk are only visible from the team card they belong to.
Creating team cards with linked existing cards
To create a team card and link existing cards to it:
Log in to the Payhawk web portal.
Go to Cards > Team cards.
Click on the + New button.
In the dialog that opens:
Name the card.
Select the currency.
Set the recurring monthly limit (shared limit).
Under the Linked cards section:
Select the Link existing cards option.
From the drop-down menu, select the required existing cards of the employees who will share the limit of the team card.
Click on Create team card to confirm your choice.
Creating team cards with linked newly-issued cards
To create a team card and issue new cards that will be lined to the shared limit:
Go to Cards > Team cards.
Click on the + New button.
In the dialog that opens:
Name the card.
Select the currency.
Set the recurring monthly limit (shared limit).
Under the Linked cards section:
Select the Issue new cards option.
From the drop-down menu, select the employees for whom you will issue new cards that will be linked to this team card.
Against each selected employee, select whether the card will be physical by switching on the toggle button. The toggle button is switched off by default.
If you have opted for physical cards, the switched-on toggle button will automatically load your company address for card delivery. If you want the cards to be delivered to another location, switch off the toggle and fill in the required post data.
Click on Create team card to confirm your choice.
Closing team cards
When a shared limit is no longer needed or there's another reason for you to want to deactivate a team card, you can close it:
Go to the Cards > Team cards tab.
Select the desired team card by clicking on it.
Click on the three dots menu and select the Close team card option.
In the dialog that opens, check the confirmation checkbox.
Click on Close to confirm your choice.
