- Log in to Your Flex Account: Access your Flex account by clicking this link.
- Navigate to Credit: Select Credit in the left hand nav bar.
- Credit Cards: Click on the "Credit Card" tab at the top of the screen.
- New Credit Card: Click on the “+ New Credit Card” button located in the the top right corner.
- Team Member: Select the team member who will be using this card.
- Card Name: Enter a name for the card.
- Card Type: Choose between a physical or virtual card.
- Physical cards take 3-5 business days to arrive in the mail and must be activated before usage.
- Virtual cards can be used immediately.
- Limit Type: Select the desired limit type (daily, weekly, monthly, etc.).
- Spending Limit: Specify the amount the card can be used for, if applicable.
- Spending Categories: Choose if the card should be restricted to specific categories of spend.
- Termination Date: Set a date for the card to stop working, if needed.
- Create the Card: Click on “Create Card” to finish the process.