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Set up Card approvals

Implement a Maker/Checker flow for card issuance

Updated over 7 months ago

As a Super Admin, you can establish a card issuance policy to define how admins can create cards for themselves and other users, including approval workflows

Step 1: Navigate to the Settings menu on the sidebar panel.

Step 2: Click on the Card Approvals widget.


Step 3: Click on Edit Policy to access the card approval wizard.

Step 4: Design your approval workflow based on:

  • Limit of the card request

  • Role of the approvers

  • Individual approvers

  • Order of approval

Step 5: Once the workflow is set up, click Save Changes.

Approvers will receive Mobile and Email notifications whenever they have a card request pending for approval.

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