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Card roles and permissions

What admins and cardholders can each do

Written by Noah

Altitude Card uses two roles to control who can issue cards, manage them and use them.


The roles

  • Admin: issues cards, manages limits and can freeze, unfreeze, rename or terminate any card. An admin also manages who else is a card admin. They review, request and upload receipts. Card admins must be members of your workspace.

  • Cardholder: uses the cards assigned to them. They can freeze their own card and email receipts for their own transactions. A cardholder does not need to be a member of your workspace – you can invite anyone by email when issuing a card. See Issue a card to someone outside your workspace.

Note: Being a workspace admin does not make you a card admin. Every card admin is assigned from Manage admins on the Cards page, and in a workspace newly approved for cards at least one card admin must be assigned before any cards can be issued. See Manage card admins.

Note: Cardholders who are not workspace members sign in to a view limited to their own cards and transactions. They never see workspace balances, accounts, other cardholders or members.


What each role can do

Action

Admin

Cardholder

Issue a card

Yes

No

Set or edit spending limits

Yes

No

Deposit or withdraw card funds

Yes

No

Freeze a card

Any card

Own card

Unfreeze a card

Any card

No

Rename or terminate a card

Yes

No

Email receipts

Own transactions

Own transactions

Review, approve or reject receipts

Yes

No

Request receipts or upload them manually

Yes

No

Enable receipt emails and choose the address

Yes

No

Manage card admins

Yes

No

Note: Assigning or revoking a card admin can create a proposal that needs approval before it takes effect.

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