Great!

You've decided to take control over your team budgets.

As an administrator, you can create a team card by following these steps:

  • Log into your Payhawk account

  • Go to Cards on the right-hand side menu

  • Select the Team cards tab

  • Click on Create team card

  • Choose a name for your card (for example - Marketing Spend)

  • Choose a currency for your team card (all linked cards will have that currency)

  • Choose a recurring limit

  • Select if you want to link existing cards or issue new cards

If you already have cards that you want to tie to your new team cards, select the first option.

  • Continue with selecting the existing cards you would like to link

  • Once your list is ready, click on Create team card

If instead, you would like to issue new cards, select the second option.

  • Continue with selecting the employees you would like to issue the new cards for.

  • For every newly issued card, you can opt-in for a physical by switching on the toggle on the right.

  • Once your list is ready, click on Create team card

and Voila! Your first team card is live.

Now that your card is ready, you can continue with learning how to manage your team card limits in realtime.

As always, don't hesitate to reach out if you have any questions.

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