What are card templates?

Create a reusable template to easily set spending restrictions across multiple cards.

For example, create a card template for "Meal Cards" that all have the same spending amount ($15/day) and merchant restrictions (food & drinks only). Then, when you need to create a new card with the same restrictions, you can select the "Meal Cards" template.

Create a card template

If you have permissions to create cards, you have permissions to create card groups. Read more about user roles.

1. Go to the Cards page
2. Click on "+ Card", then "+ Card Template"

3. Fill in the card template details
4. Click on "Create Card Template"

Create a card in a card template

Add a new card to an existing card template. This will create a new card with the card group's details already filled in for the card.

1. Go to the Cards page
2. Click on "+ Card", then the card template you want to add to
3. Fill in the card details
4. Click on "Create Card"

Add an existing card to a card group

Add already created cards to a card group

1. Go to the Cards page
2. Click on the card you want to add to a card template
3. Click on the top right corner of the card 
4. Select the card template you want to apply to the card

View cards in a card group

See which cards are currently in a card group

1. Go to the Cards page
2. On the right sidebar, under "Group", select which card groups you want to view

Edit a card template

Update a card template's existing default details or spending restrictions. Editing a card group also allows you to change all card's details or restrictions in the group.

1. Go to the Cards page
2. Click on "+ Card", then the card group you want to edit
3. Click on "Edit X Group"
4. Make changes to the card template's default settings
5. Click on "Save Card Template"
6. This will prompt you to either "Save & Update existing cards" or "Save without updating existing cards"

Delete a card Template

1. Go to the Cards page
2. Click on "+ Card", then the card group you want to edit
3. Click on "Edit X Template"
4. Click on "Delete Template"