See every card issued to your business, organised by person or budget, from one place in the Cards page.
Before you start
- You need the View all budgets permission to see Admin view, set under Settings > Roles. Owners and Admins have it by default, Accountants have read-only access, and Team Members don't have it.
Steps
- Open the Weel web app.
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Click Cards in the left-hand sidebar.
- Cards is now a direct sidebar item, there's no Payments dropdown to open first. The sidebar is collapsed by default and expands when you hover over it.
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Make sure Admin view is selected in the view-switcher near the top of the page, not Individual view.
- The switcher shows "Admin view - Manage all employee cards" and "Individual view - Manage your cards," and only appears if you have the View all budgets permission. Without it, you'll only see Individual view (your own cards).
- Switch between Grouped by people and Grouped by budget to change how the card list is organised.
- Click the chevron next to a person's or budget's name to expand the row and see the individual cards inside. The chevron rotates to show it's expanded.
- Use the search box above the list to find a specific card by cardholder, budget, subscription, or last 4 digits.
What happens nex
Each card's row shows its card type (physical or virtual) and status. If you also have permission to issue cards, you'll see an Issue new card button on this page too.