How to Edit Cardholder Information

Edit Cardholder Information

1. Go to Team and select the Cardholder section.
2. Click on the required user.
3. Click Edit User at the bottom of the pop-out screen.
4. Update the needed details (Name, Email, or Phone Number).
5. Click Save.

View Assigned Cards

Open the user profile from the Cardholder section to view all assigned cards.

Delete a Cardholder

Open the user profile and click Delete next to the Edit User button. Deleting a user may impact their access to cards and transactions.