Note: Only Admins or Primary Admins can create new Physical Cards
Physical Cards will not ship until you set your shipping details and set your card PIN
Ordering a new card
Let's say you want to create a card for an imaginary user - John Spender.
Ordering physical cards is easy and they can be shipped directly to John Spender's office or home address anywhere in Canada. Here is how you can do it yourself!
-
Head over to the Cards page
-
Press "Add Card"
-
Fill out the card limit and description details and press "Create"
Once a card is ordered, John Spender will get an email to set his PIN number and specify shipping information for the card.
If you want to set the shipping details yourself, you can do that as well by heading into the Physical Cards page. See Setting Physical Card Shipping Address.
Setting a PIN
If you are a spender
If you are a spender, you should have gotten a notification via Slack or Email to set a PIN and Shipping Details on your Physical Card. The button to "Set Pin" will navigate you to the right page to set the PIN and Shipping Address.
Here is what it looks like:

If you are an admin
Head over to the Physical Cards Page, find and click on the card that you just ordered.
Setting Shipping Details for Physical Cards
Once you are on the ordered card page, you can set your shipping information
Setting Physical Card PIN
Once the shipping address has been set, you can set your PIN as well.
The order is complete!
And just like that, your order for a physical card is complete!
Comments
0 comments
Please sign in to leave a comment.