*Please Note: This is a feature available only for customers with a virtual card program.
SVB T&E allows Managers to issue cards, which allows Admins to delegate card-issuing and overseeing tasks to Managers. As a result, companies can free up more time for finance teams to focus on strategic projects, as well as ensure purchasing policy compliance by setting maximum card limits.
Enabling Manager Card Issuing
To start, Admins must enable the Card Issuing permission for all Managers.
1. Click the Gear icon in the upper right-hand corner to open the Company Settings page.
2. Open the Card Programs page in the Company settings Sidebar.
3. To enable card issuing for Managers, click Options.
*Please Note: This toggle is only available to accounts with at least one Card Program with Card Issuing already enabled.
4. Next, switch the toggle to Allow Mangers to Issue Cards.
5. Once Card Issuing is On, enter a Max Limit Per Card. This is the maximum amount a Manager can approve and issue each virtual card for.
6. Click Save to finish enabling the Card Issuing permission.
Configure Individual Card Issuing Rules
Once card issuing is enabled, all Managers are automatically assigned an approval limit equal to the amount entered into the Max Limit Per Card. This amount also applies to any Managers added after the permission is enabled.
Admins then have two options to individually edit a manager’s Max Limit Per Card:
- Editing the Manager’s user profile.
- Enter the amount in a .CSV file when bulk inviting new users.
To adjust the Max Limit Per Card via their user profile, navigate to the People page.
1. Click People in your Admin sidebar.
2. On the People page, click the Edit icon next to the Manager's name.
3. Adjust the manager's Card Issuing Rules.
*Please Note: Individual settingsmust align with Company Settings. Admins may not set an individual Max Limit Per Card greater than the company limit.
4. Click Save.