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Using the cards app dashboard

The cards app dashboard is where you’ll see any card activity that requires your attention.

Who can access the cards app dashboard?

All cardholder users of the app can view the cards app dashboard.

Dashboard KB-2

Finding the cards app dashboard

Single company users

Once signed in, you’ll land on the dashboard – this is where you’ll see any messages regarding card activity that requires your attention. See this article for more info about the dashboard.

Multi-company users

Companies – default-1

Once signed in, you’ll see a list of the companies you have access to. Select a company to view its cards. You’ll then land on that company’s dashboard. See this article for more info about the dashboard.

The cards app dashboard is the first screen you see after signing in (or after selecting a company if you have access to more than one company). Return to the dashboard at any time by selecting the dashboard icon in the bar at the bottom of the screen.

Refreshing the dashboard

Pull-down the list to load any new messages if you’re expecting to see something that’s not showing.

What does the dashboard show?

Message Details

New card [card name] ready to activate

Select to be taken to your new card ready to set up

[x] transactions missing receipts

Select to be taken to a list of card transactions that need receipts adding

[card name] frozen by admin

Select to be taken to a card that has been frozen by your admin*

*Admins can freeze your card – this temporarily prevents you from using it, and can only be un-frozen by them. This may be because they needed to put a temporary hold on the card; they may have suspected fraud or another reason – contact your admin for details.