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Setting approval workflows for card requests
Setting approval workflows for card requests

Set up card approval and issuing workflows and allow employees to request new Payhawk cards.

Updated over 3 months ago

All employees can request new Payhawk cards. The right to approve the request and issue the card, however, needs to be explicitly defined by Payhawk administrators.

To define the card request workflow in Payhawk:

  1. In the Payhawk web portal, go to the Settings > Workflows > Card requests tab.

  2. Click on Edit workflow.

  3. For the Approve step, define the desired approval depending on the required conditions and custom workflow.

  4. For the Issue step too, define the desired approval depending on the required conditions and custom workflow.

  5. Click on Save.

  6. Click on Publish workflow to apply all the changes you've made.

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