Only an Admin or Finance member can create a Virtual or Physical card for members of your YouBiz account.
To add a card, follow these steps:
- Log in to your YouBiz Dashboard
- Proceed to the Cards tab
- On the top right corner, click on the Add Card button
- Select the team member you want to create a card for
- Choose between Virtual or Physical cards, input the necessary details, and select your preferred mailing address
- Click Confirm
And you are done!
Virtual cards do not require activation and can be used immediately once it is created.
Physical cards will reach your preferred mailing address in 5-8 business days.
Do note that once a card is created for a selected team member, it cannot be transferred to another team member.