About the Legacy Workflows Designer
On 19 June 2024, we released the new Workflows Designer and the old one is being gradually deprecated. For more information about the new experience, see the documentation.
All employees can request a new Payhawk card. 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:
Log in to the Payhawk web portal.
Go to the Settings > Workflows > Card requests tab.
Click on Edit workflow.
From the Approve drop-down menu, select the person or role, or the custom approval workflow.
From the Issue drop-down menu, select whether a specific or any Payhawk administrator will be able to issue new cards for employees.
Once ready, click on Save changes.
The default Approve and Issue Request a card workflows are set to Any administrator.