Managing your team’s cardholder spending limits

Each team member with permission to order their business debit card has their own cardholder spending limits. This is the amount they can spend and withdraw across all of their cards.  If they reach their daily or monthly cardholder limit, they won’t be able to spend on any of their cards until the limit refreshes.

A team member’s cardholder spending limits are set when they’re first given permission to order their business debit card.

Cardholder limits are optional for account owners.

If you don’t have any team members on your account

You won’t have cardholder limits. Once you add your first team member, you’ll have the option to set cardholder limits for yourself.

If you remove all your team members or they leave your account

If you become the only person on your account, we’ll automatically remove your cardholder limits. We’ll also update your account limits to match the amount you could spend before, so you can continue to spend as usual.

How to view or edit another team member’s cardholder limits

To view another team member’s cardholder limits, you need permission to view team members. You need permission to set team members’ card spending limits to edit another team member’s cardholder limits.

On web

  1. Go to Team

  2. Select the team member you’d like to view the limits for

  3. Go to the Spending limits section to view their Cardholder limits

  4. If you want to edit their limits, select Edit

  5. Enter their new limits, and confirm

On the app

  1. Tap on your business name in the top left hand corner

  2. Select Team members and payment approvals

  3. Select the team member you’d like to view the limits for

  4. Go to the Cards section

  5. Select Cardholder limits

  6. If you want to edit their limits, select Edit cardholder limits

  7. Enter their new limits, and confirm

How to view or edit your own cardholder limits

All team members can view their own cardholder limits. You can only edit your own cardholder limits if you’re the account owner.

On web

  1. Go to Cards

  2. Select Your spending limits

  3. If you’d like to edit your limits, select Edit in the Cardholder limits section

  4. Enter your new limits, and confirm

On the app

  1. Go to Cards

  2. Select Your spending limits

  3. If you’d like to edit your limits, select Edit in the Cardholder limits section

  4. Enter your new limits, and confirm

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