Editing Your Own Card
Admin User
On your Aspire dashboard, click "Cards" in the left navigation bar (web app) or tap "Menu" then "Cards" (mobile app).
Select the card you would like to edit.
Click "Edit".
Make changes to the available fields: Card colour (virtual cards only), Card name, Spend limit and refresh frequency, Linked budget, Allowed currencies, Merchant category restrictions, Specific merchant restrictions, Category, Other reporting fields, and Auto-reminder setting.
Click "Update card" to save changes immediately.
Finance or Employee User
Finance and Employee users must submit a request for card updates:
On your Aspire dashboard, click "Cards" in the navigation bar.
Select the card you would like to edit.
Click "Request edit" in the top right corner.
Make changes to the available fields: Card name, Card purpose, Spend limit, Linked budget, Merchant restrictions, Category, Reporting fields, and Auto-reminders.
Under "Additional Information", include a reason for the changes and attach any supporting documents.
Click "Submit" to send the request to your Admin or Budget Owner.
You will receive an email once your request is approved or rejected.
Editing Another User's Card
Admin User
Admin users can edit cards belonging to other users when the card is assigned to a budget where the Admin is the Budget Owner or Member, or not assigned to any budget.
Action | Budget Owner | Budget Member | Not in Budget |
Update spend limit | Yes | Yes | Yes |
Update card name | Yes | Yes | Yes |
Update card purpose | Yes | Yes | Yes |
Change card colour | Yes | No | No |
Change source of funds | No | No | No |
Add receipt reminders | Yes | Yes | Yes |
Modify budget | Yes | Yes | Yes |
Update merchant restrictions | Yes | Yes | Yes |
Note: The source of funds cannot be changed.
Finance User
Finance users can edit cards belonging to other users only when the card is assigned to a budget where the Finance user is the Budget Owner.
Employee User
Employee users can edit cards belonging to other users only when the card is assigned to a budget where the Employee user is the Budget Owner.