Altitude Card uses two roles to control who can issue cards, manage them and use them.
The roles
Card admin – issues and manages every card in the workspace, and decides who else is a card admin. Must be a workspace member, but doesn't need a card of their own.
Cardholder – uses the cards assigned to them. Doesn't need to be a workspace member – invited cardholders only see their own cards and transactions.
Workspace admins aren't card admins automatically. Assign each one from Manage admins on the Cards page. A new workspace needs at least one before its first card can be issued.
Cardholders outside your workspace: see Issue a card to someone outside your workspace.
Card admins: see Manage card admins.
What each role can do
Action | Card admin | Cardholder |
Issue a card | Yes | No |
Set or edit spending limits | Yes | No |
Top up or withdraw card funds | Yes | No |
Show card details | Any card | Own card |
Freeze a card | Any card | Own card |
Unfreeze a card | Any card | No |
Rename or terminate a card | Yes | No |
Submit receipts (email or upload) | Any card transaction | Own transactions |
Request a receipt | Yes | No |
Approve or reject receipts | Yes | No |
Manage card admins | Yes | No |
Adding or removing a card admin may need approval. The person shows as Pending assignment until the proposal is approved.