Issuing New Credit Cards

Website

Permission Levels: Admin - Full and Admin - Limited

1. Log in to Your Flex Account: Access your Flex account by following this link.
2. Navigate to Cards: Locate and select “Cards” from the left-hand menu.
3. New Card: Click on “Create Card” on the top right of the screen followed by “Visa Card”
4. Team Member: Select the team member who will be using this card.
5. Card Purpose: Enter a purpose for the card.
6. Card Type: Choose between a physical or virtual card.
   1. Physical cards take 3-5 business days to arrive in the mail and must be activated before usage.
   2. Virtual cards can be used immediately.
7. Limit Frequency: Select the desired limit type (daily, weekly, monthly, etc.).
8. Spending Limit (Optional): Specify the amount the card can be used for.
9. Spending Categories (Optional): Choose if the card should be restricted to specific categories of spend.
10. Termination Date (Optional): Set a date for the card to stop working.
11. Create the Card: Tap on “Create Card” to finish the process.

Mobile App

Permission Levels: Admin - Full and Admin - Limited

Note: Only virtual credit cards can be issued through the mobile app.

1. Log In to Your Flex Mobile App:
   1. To Download the Flex Mobile App:
      1. Access the iOS App Store here.
      2. Access the Google Play Store here.
2. Navigate to Cards: Tap on the “Cards” tab in the bottom navigation bar.
3. Create New Card: Tap on the “+ Create Card” button located in the top right corner.
4. Team Member: Select the team member who will be using this card.
5. Card Name: Enter a name for the card.
6. Limit Frequency: Select the desired limit type (daily, weekly, monthly, etc.).
7. Spending Limit (Optional): Specify the amount the card can be used for.
8. Spending Categories (Optional): Choose if the card should be restricted to specific categories of spend.
9. Termination Date (Optional): Set a date for the card to stop working.
10. Create the Card: Click on “Create Card” to finish the process.