Assign Corporate Cards to Users

You may assign cards from either the Card Programs screen or the Team Cards screen. There is no difference in functionality between the two pages, just in the arrangement of the user-interface.

Assign from Card Programs

Click Company Settings, then Card Programs. Click More Actions on the desired card program, then click Manage Cards.

This option allows you to assign cards to users, unassign them when necessary, and view canceled and deleted cards.

The User drop-down menu allows you to select the user you wish to assign or unassign. Click the red trash button to delete a card and unassign it. Then click Save.

Assign from Team Cards

The Team Cards page lists all of the corporate card programs connected to your Abacus account as tabs across the top of the page. In order for a card program to appear as a tab, you must connect each corporate card program to your Abacus account.

For each card program, you can see the list of cards in Abacus by the cardholder. From each tab, you can

• Click the Pencil button to change the user to whom the card is assigned.
• Click the Trash button to remove the card.
• Click the blue number in the Unexpensed Transactions column to open a filtered list of the Pending Submission transactions associated with that card on the Transactions page.