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How to Edit Physical Card Details

Updated over 3 weeks ago

Editing your own card

Admin user

Admin users can follow the steps below:

  1. On your Aspire dashboard, click "Charge Cards" in the left navigation bar (web app) or click "Menu" and choose "Charge Cards" (mobile app).

  2. Select the physical card you would like to edit.

  3. Click "Edit".

  4. Make changes to the fields below:

    1. Card name: Update the card name.

    2. Spend limit: Update the card's spending limit and refresh frequency (daily, weekly, monthly, quarterly, yearly, or one-time).

    3. Budget: Update the linked budget

    4. Allow specific currencies only: Update the allowed currencies for card transactions.

    5. Merchant category restrictions: Update the merchant's category restrictions.

    6. Specific merchant restrictions: Update the specific merchant restrictions.

    7. Category: Update the card's category.

    8. Exclude from auto-reminders: Update the auto-reminders setting for the selected card.

  5. Click "Update card" to save changes immediately.

Finance or Employee user

Finance and Employee users can follow the steps below to request an update to their card details:

  1. On your Aspire dashboard, click "Charge cards" in the left navigation bar (web app) or click "Menu" and choose "Charge cards" (mobile app).

  2. Click on the virtual card you would like to request a change of details.

  3. Click "Request edit" in the top right corner.

  4. Make changes to the fields below:

    1. Card name: Update the card name

    2. Card purpose: Update the card purpose

    3. Spend limit: Update the card's spending limit and refresh frequency (daily, weekly, monthly, quarterly, yearly, or one-time).

    4. Budget: Update the linked budget

    5. Merchant category restrictions: Update the merchant category restrictions.

    6. Specific merchant restrictions: Update the specific merchant restrictions.

    7. Category: Update the card's category.

    8. Exclude from auto-reminders: Update the auto-reminders setting for the selected card.

  5. Click "Submit edit request" 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

  • 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

Add receipt reminders

Yes

Yes

Yes

Modify budget

Yes

Yes

Yes

Update merchant restrictions

Yes

Yes

Yes

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

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

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.

Aspire is a financial technology company, not a bank. Banking services are offered by Column N.A. (“Column”), Member FDIC.

The Aspire Secured Commercial Charge Card is issued by Column, N.A., Member FDIC, pursuant to a license from Mastercard. Approval is subject to eligibility. Payment of the account balance is due in full daily.

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