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Assigning, changing, and removing spend policies from employee cards
Assigning, changing, and removing spend policies from employee cards

Assign a specific spend policy of your company to the corporate Payhawk card of an employee.

Updated over 2 months ago

Once you have created a spend policy, you can assign it to the card of any cardholder within your organization.

Assigning a spend policy to a card

To assign a spend policy to a corporate Payhawk card:

  1. In the Payhawk web portal, go to Cards > Cards.

  2. Select the card to which you want to assign a spend policy by clicking on it.

  3. Under the Settings tab, click on Assign spend policy.

  4. From the drop-down menu in the dialog that opens, select the desired spend policy. As a result, its pre-defined general settings and advanced limits load.

  5. Click on Assign to confirm. As a result, the spend policy is automatically applied to the card and its parameters are visible under the Settings tab of the card.

Changing a spend policy for a card

You may need to exclude a card from its current and add it to another company spend policy.

  1. Go to Cards > Cards.

  2. Under the Settings tab, against the current policy, click on Change.

  3. From the drop-down menu in the dialog that opens, select the desired new spend policy that you want to assign to the card. As a result, its pre-defined general settings and advanced limits will load.

  4. Click on Assign to confirm. As a result, the spend policy is automatically applied to the card and its parameters are visible under the Settings tab of the card.

Removing a card from a spend policy

You may need to remove a card from any existing spend policy at your organization and revert its individual card settings:

  1. Go to Cards > Cards.

  2. Under the Settings tab, against the current policy, click on Remove.

  3. In the dialog that opens, click on Remove to confirm your choice. As a result, the spend policy is removed from the card, and the individual settings of that card are applied instead.

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