Keep makes it easy to issue both virtual and physical cards to team members while giving you full control over their spending. With just a few clicks, you can set individual limits for each team member’s card and monitor all their transactions in real time.
In This Article
- How to set a spending limit
- Frequently asked questions
Before You Get Started
- Make sure you have admin permissions to set or adjust team member spending limits.
- You can create an unlimited number of virtual cards at no additional cost. You can even create one virtual card per team member if you choose.
How to Set Spending Limits
- Go to the Cards section in your dashboard.
- Click on the card for the team member whose limit you want to update.
- Next to Limit, click the pencil icon.
- Enter the new limit and select the desired cycle (e.g., Daily, Weekly, Monthly).
- Click Save to confirm the changes.
Frequently Asked Questions
- Can I change the limit later?
Yes, you can update the limit at any time by following the steps above. - How many virtual cards can I create?
You can create one virtual card per team member, but there’s no limit to the number of team members you can add. - What happens if a team member reaches their limit?
Transactions beyond the limit will be declined until the cycle resets or the limit is updated. - Can I set different limits for different team members?
Yes, spending limits can be customized for each team member and their virtual card.