In Perk, as card admin you are usually responsible for ordering Perk Cards for people. However, you can set up your Perk Cards so that people can request their own card. You can choose whether to grant or decline the card request, making changes to spend limits and card usage.

Caution: Your account admin must have enabled the feature for your company.

When people request a card on either the web or the mobile app, you receive a notification where you can check the details of the request: the person who requested the card, the card type, the card purpose and any comments, as well as the requested spend limits, etc.

As card admin, you can choose to approve or reject the request, and adjust any setup of the card. In other words, you can change the spend limits, card type or apply additional security measures such as restrict to specific merchant categories before it is issued. People can only have up to 5 open requests at a time. They can cancel a card request at any time, provided it hasn‘t been approved.

Once approved, virtual and single-use cards can be used immediately. Physical cards are ordered and shipped to your company‘s address.

Caution: If you choose to let people request cards, all people for the company will be able to request a card, whether they already own one or not.

Viewing card requests

You can view all card requests in Cards > Team cards > Cards, in the Card requests tab. The table displays all pending requests.

It provides a summary of the request:

• request date
• person who requested the card
• card type (physical, virtual or single use)
• requested spend limit
• card purpose

Click on the card request to view the details of the request:

The card request approval screen displays information on the person who requested the card and whether the person has other cards. You can click Show all to view details about the other cards that belong to the person. For example, if an person has 6 cards, you can see that 3 of those cards are physical and 3 are virtual.

Adjusting card settings

You can change the card and spend limits yourself, as if you were ordering a card. You can edit the card type, limit amount, the limit frequency (in the case of physical and virtual cards) or the auto-terminate date (in the case of single-use cards), and the shipping address and the company name. 

You can also edit the card settings: setting a late receipt control, and enabling merchant categories. For physical cards, you can determine whether the card can be used for cash withdrawals.

If you make any changes in the form, a message shows at the top informing you that the requester is notified of any changes by email.

Approving the card request

To authorize a card request, click Approve request. To deny a card request, click Reject. You can enter a comment that is included in the email sent to the requester. The card requester is notified by push notification (if enabled) and by email.

A message appears that indicates that the request has been approved or rejected and the next pending request is loaded for you to approve. Repeat the process until all pending requests are approved or rejected.