Cards

Givefront allows you to issue both virtual and physical payment cards to your team members, each with its own set of controls. Cards and can enforce spend restrictions and spend policies for all transactions on the card.

Issuing a Personal Card

Cards can be issued at https://app.givefront.com/cards/create by organization admins and owners. When issuing a card, you will be asked to fill out the following information:

1. Card Holder: The member of your organization who will own the card and be able to see the card details
2. Physical or Virtual: Physical cards require you to specify a shipping address. Each member may only be issued one physical card, but can be issued unlimited virtual cards.
3. Spend Restrictions: Control what kinds and how much spend is allowed on the card
4. Card Budgets: What budgets is the card allowed to spend on, or can it spend on any budget?
5. Spend Policy: Control when receipts and memos are required

The spend restrictions, policy, and card budgets can all be modified after creation. There is no need to issue a new card to change the controls.

Viewing Card details

You can view the cards issued to you on the cards tab. Admins will be able to view all cards in the organization. If you are the cardholder for a card, you can view the card number, by clicking on the card name to pull up the card display.

In order to view the full card number and CVV, you will be required to enter an additional two factor code which will be sent to your phone number. This is an extra security feature which can not be disabled.

Add Cards to Apple and Google Wallet

Both virtual and physical cards can be added to Apple Wallet on an IPhone, or Google Wallet on an Android phone. This allows you to use contactless "tap to pay" right from you phone!

Add a card to Apple Wallet

Step by Step Guide

1. Open the Apple Wallet app on your IPhone
2. Click the (+) button to add a new card and select "Debit or Credit Card"
3. Hold the card next to your phone, or manually enter the card information for virtual cards
4. Accept the terms of service and enter the two factor code sent to your phone number

Add a card to Google Wallet

Step by Step Guide

1. Open the Google Wallet app on your Android Phone
2. Click the (+) "Add to Wallet" button to add a new card and select "Payment card". Then select "New credit or debit card"
3. Hold the card next to your phone, or manually enter the card information for virtual cards
4. Accept the terms of service and enter the two factor code sent to your phone number

Freezing and Canceling Cards

Cards can be canceled or frozen by clicking on the Actions dropdown in the upper right hand corner of the cards display.

• Freezing a card blocks all transactions attempted on the card. If you misplace or may have lost a physical card, freeze it to prevent fraudulent spending.
• Canceling a card can not be undone. Cancel a card which has been lost, or which is no longer needed.

Editing Card Controls

A card owner can not be edited after the card is issued, but all other details of a card can be modified after issuing. Admins can change a card's spend restrictions, spend policies, and budget access in the edit tab.