How to Create and Assign Cards

How to Create and Assign Cards

Use this guide to create a physical or virtual card and assign it to a cardholder in Emburse Cards.

For cardholder name compliance, physical and virtual cards must use the cardholder’s legal first and last name. Do not use place names, locations, or non-user names.

Create a Card

Start by selecting the card type and opening the card setup screen.

1. Go to Cards.
2. Select +Card.
3. Select a physical card or a virtual card.

Cards page with the +Card option to create a new card.

Complete Card Details

After you select a card type, enter the cardholder and card information, then apply optional defaults and restrictions.

When you create a physical or virtual card, you see sections for card details and spending restrictions.

A physical card is indicated by a black stripe, and a virtual card shows a pixelated design.

Physical card with a black stripe and a virtual card with a pixelated design.

Assign Card

Select the cardholder who will receive and use the card.

1. In Assign Card, enter the member’s name or email address.
2. Select the member from the list.

If the email address is not associated with an existing member on your account, the system invites the person to join your account.

The invited person receives an email with instructions to set a password and register to log in to your Emburse Cards account.

1. If you need to add a new member while creating the card, select Assign Card.
2. Select + Member.

Assign Card section showing member search and the + Member option.

Card Description

Use the description field to help identify the card in your account.

For physical cards, the printed name is the cardholder’s legal first and last name. The Card Description value displays in your account above the card, but it does not change what is printed on the physical card.

Other Card Details

Optionally apply default coding so it is automatically added to purchases made with the card.

Other card details section showing options for expense categories and additional fields.

Add expense categories, departments, locations, and labels directly on the card. When a purchase is made on that card, the system automatically applies this information.

1. Select Add Expense Category.
2. Select an expense category.
3. To add departments, locations, or labels, select More.

Spending Restrictions

Set limits and controls to help manage how the card can be used.

Learn more about spending restrictions.

Order Details for Physical Cards

If you create a physical card, you must confirm shipping details before you submit the order.

When you create a physical card, an additional section displays for ordering the card. This section includes shipping address and recipient (optional).

Shipping Address

Select where the physical card should be delivered.

The shipping address is where the physical card is sent. By default, the shipping address is the address listed on your account when it was created.

Any admin can manage shipping addresses and add additional addresses to select from when creating a physical card.

4. In the shipping address box, select Edit.
5. Select Custom Shipping Address.
6. Enter the shipping address details.

Shipping address box showing the Edit option and Custom Shipping Address selection.

If your card account is US-based, cards can only be shipped to US addresses. If your account is EU-based, cards can only be shipped to EU addresses. For international delivery, ship the card to an eligible US or EU address first, then forward it separately.

Recipient (optional)

Add delivery details to help ensure the card reaches the intended person.

You can add a name or department to the order details so the delivery can be routed to the correct cardholder.

Physical cards typically take 7 business days to be delivered.

If you ordered a physical card with an error or need to change the address, see Cancel a card sent to the wrong shipping address.

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