Editing your own card
Admin user
Admin users can refer to our video guide or follow the steps below:
On your Aspire dashboard, click "Cards" in the left navigation bar (web app) or click "Menu" and choose "Cards" (mobile app).
Click on the card you would like to edit.
Click on "Edit".
Make changes to available fields (see table below).
Click "Update card" to save changes immediately.
Available fields to edit:
Field | Description |
Card name | Name of the card |
Card purpose | Description of card purpose |
Source of funds | Your source of funds cannot be changed. |
Spend limit | Set a spending limit and choose the refresh frequency (daily, weekly, monthly, quarterly, yearly, one-time). |
Freeze automatically | Choose automatic card freezing based on transaction count or selected date. |
Budget | Tag the card to an Aspire budget |
Allow specific currencies ONLY | Choose the currencies that you want to allow for transactions with the cards. |
Merchant category restrictions | Specify the merchant's category for card usage. |
Specific merchant restrictions | Specify specific merchants for card usage. |
Reporting fields | Configure categories and custom fields for card transactions. |
Exclude from auto reminders | To exclude this card from auto-receipt reminders, toggle the button. |
Card colour | Colour of the card (virtual card only) |
Finance or Employee user
Finance and Employee users can refer to our video guide or follow the steps below to request an update to their card details:
On your Aspire dashboard, click "Cards" in the left navigation bar (web app) or click "Menu" and choose "Cards" (mobile app).
Click on the card you would like to request a change of details.
Click on "Request Edit" in the top right-hand side.
Make changes to available fields (see table below).
Scroll down to the bottom where it says Additional Information to include a reason/note to your Admin/Budget Owner requesting your edits. You can also add a supporting document.
Click on "Submit edit request" and wait for your Admin/Budget Owner to approve your request
You will receive an email once your request is approved or rejected.
Available fields to edit:
Field | Description |
Card name | Name of the card |
Card purpose | Description of card purpose |
Source of funds | Your source of funds cannot be changed. |
Spend limit | Set a spending limit and choose the refresh frequency (daily, weekly, monthly, quarterly, yearly, one-time). |
Budget | Tag the card to an Aspire budget |
Allow specific currencies ONLY | Choose the currencies that you want to allow for transactions with the cards. |
Merchant category restrictions | Specify the merchant's category for card usage. |
Specific merchant restrictions | Specify specific merchants for card usage. |
Reporting fields | Configure categories and custom fields for card transactions. |
Exclude from auto reminders | To exclude this card from auto-receipt reminders, toggle the button. |
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
Assigned to a budget where the Admin is a Budget Member, or
Not assigned to any budget
Follow the steps above to edit another user's card.
What Admin users can edit on another user's card:
Action | Budget Owner with or without transfer rights | 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 color | 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 |
Notes:
Change source of funds: Your source of funds cannot be changed.
Finance user
Finance users can edit cards belonging to other users when:
The card is assigned to a budget where the Finance user is the Budget Owner
Finance users cannot edit another user's card when:
They are only a Budget Member on the card's budget, or
The card is not assigned to any budget, or
They have no relationship to the card's budget
Follow the steps above to edit another user's card.
What Finance users can edit on another user's card:
Action | Budget Owner with Transfer rights | Budget Owner without Transfer rights |
Update spend limit | Yes | Yes |
Update card name | Yes | Yes |
Update card purpose | Yes | Yes |
Change card color | No | No |
Change source of funds | No | No |
Add receipt reminders | Yes | Yes |
Modify budget | No | No |
Update merchant restrictions | Yes | Yes |
Employee user
Employee users can edit cards belonging to other users when:
The card is assigned to a budget where the Employee user is the Budget Owner
Employee users cannot edit another user's card when:
They are only a Budget Member on the card's budget, or
The card is not assigned to any budget, or
They have no relationship to the card's budget
Follow the steps above to edit another user's card.
What Employee users can edit on another user's card:
Action | Budget Owner with Transfer rights | Budget Owner without Transfer rights |
Update spend limit | Yes | Yes |
Update card name | Yes | Yes |
Update card purpose | Yes | Yes |
Change card color | No | No |
Change source of funds | No | No |
Add receipt reminders | Yes | Yes |
Modify budget | No | No |
Update merchant restrictions | Yes | Yes |
Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.