Explore tasks you can complete from the PEX administrator dashboard, from inviting cardholders to setting spending limits and managing merchant categories.
How to change the icon on your account
How to Send a Cardholder Invite
Why Am I Being Asked for a Secure Access Code?
Creating a Custom Merchant Category
Tracking your card order
How to Set Per Purchase Spending Limits, by Merchant Category (Administrator Site)
How to Transfer Funds to Your External Bank Account from Your PEX Account (Administrator Site)
How to Update Your Business Address on All Programs
How to View MCCs in a Merchant Category
Understanding merchant categories
Compromised card notice (all programs)
How to Find Your Plan and Available Product Features
Managing Custom Merchant Categories
How to Add Notes to a Card Transaction (Administrator Site)
Setting Administrator Permissions on All Programs
How to manage roles
Editing Custom Merchant Categories
Deleting a Custom Merchant Category
How to Change My Username and Password (Administrator)
How to Create and Send a New Administrator Invite
How to Remove Admins
How to Set Spend Limits by Merchant Category
International Use of PEX Cards on All Programs
Updating and Validating Your Business Documentation
Tips for keeping your PEX account safe
How to view account history
Dashboard analytics
Last modified on October 8, 2026
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