What are card groups?
Create a reusable template to easily set spending restrictions across multiple cards.
For example, create a card group for "Meal Cards" that all have the same spending amount ($15/day) and merchant restrictions (food & drinks only). Then, when you need to create a new card with the same restrictions, you can select the "Meal Cards" template.
Create a card group
If you have permissions to create cards, you have permissions to create card groups. Read more about user roles.
1. Go to the Cards page
2. Click on "+ Card", then "+ Card Group"

3. Fill in the card group details
4. Click on "Create Card Group"

Create a card in a card group
Add a new card to an existing card group. This will create a new card with the card group's details already filled in for the card.

- Go to the Cards page
- Click on "+ Card", then the card group you want to add to
- Fill in the card details
- Click on "Create Card"
Add an existing card to a card group
Add already created cards to a card group

- Go to the Cards page
- Click on the card you want to add to a card group
- Click on "+ Group" on the top right corner of the card
- Select the card group you want to apply to the card
View cards in a card group
See which cards are currently in a card group

- Go to the Cards page
- On the right sidebar, under "Group", select which card groups you want to view
Edit a card group
Update a card group's existing default details or spending restrictions. Editing a card group also allows you to change all card's details or restrictions in the group.

- Go to the Cards page
- Click on "+ Card", then the card group you want to edit
- Click on "Edit X Group"
- Make changes to the card group's default settings
- Click on "Save Card Group"
- This will prompt you to either "Save & Update existing cards" or "Save without updating existing cards"
Delete a card group
- Go to the Cards page
- Click on "+ Card", then the card group you want to edit
- Click on "Edit X Group"
- Click on "Delete Card Group"
