To manage cards within a team, Finup provides a dedicated section that allows you to control, issue, and monitor cards of all team members.
To get started, go to the Cards section.
You will have access to three tabs:
Your cards: displays only cards issued by you or assigned to you.
Team cards: contains cards of all team members.
All cards: a combined list of your cards and team cards with flexible filtering options.
In the Team cards and All cards sections, a participant filter is available. This allows you to view cards of one specific employee or several team members at once.
Issuing cards within a team
The account Owner and users with the Admin role can issue cards and assign them to any team member.
To do this, select the required employee during card issuance and complete the issuing process.
After issuance:
for the Owner and Admin, the card will appear in the Team cards section
for the employee, the card will appear in their personal account
An Employee can also issue cards, but only for themselves and within their own account.
This approach allows centralized card management while maintaining control and transparency over all operations.
Transferring cards within a team in Finup
The card transfer feature allows cards to be quickly reassigned between team members together with their balance. It is available to all users regardless of role.
Single card transfer
Go to the Cards section and open the required card.
In the Owner field, select the team member you want to transfer the card to.
Confirm the action.
After confirmation, the card will be reassigned to the selected employee.
Bulk card transfer
To transfer several cards at once:
Go to the Cards section.
Click the Bulk actions button.
Select the required cards.
In the bottom menu, click Transfer card.
5. Choose the new owner.
6. Confirm the action.
📌Important to consider:
the card is transferred together with its current balance
after the transfer, the card becomes fully managed by the new owner
If you have any questions left, the Finup support team is always available via the chat window. 😉