How to manage team member cardholders

Documentation Index

Fetch the complete documentation index at: https://support.pexcard.com/llms.txt

Use this file to discover all available pages before exploring further.

The Cards page is your central hub for managing all team member cardholders. From here you can view every card in your account, filter the list to find exactly who you need, and take bulk actions — like changing statuses, assigning groups, or adding funds — across multiple cards at once. This article walks through the key capabilities available on the Cards → Team members tab.

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Navigate to the Cards page

The card list shows each team member’s name, last four card digits, group, spend policy, status, and current balance.

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Filter your cardholders

Click the Filters dropdown at the top-left of the card list to narrow your view. The following filter parameters are available: Select a filter, set a value, and click Add. You can combine multiple filters to narrow your results. Click the ✕ next to any active filter to remove it.

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Select cards for bulk actions

Once your list is filtered (or unfiltered), select cards to act on:

• Click the checkbox next to individual rows to select them one by one.
• Click the header checkbox to select all visible cards at once. A count (e.g., “19 selected”) confirms your selection.

With cards selected, the action bar appears above the list with the following bulk operations: Status, Group, Spend policy, Add funds, Zero balances, Request physical, and Send invites.

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Bulk actions

Bulk actions let you manage multiple cards at once, saving time and ensuring consistency. Here’s what each action does.

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Change status

Click Status in the action bar to update the status of all selected cards. Choose from:

• Active — card is enabled and can be used for transactions
• Blocked — card is temporarily disabled; can be reactivated later
• Closed — card is permanently deactivated (cannot be undone)

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Assign group

Click Group to assign all selected cards to an existing group, remove them from a group, or create a new one. Groups help you organize cardholders by department, project, or cost center.

• None — remove the current group assignment
• New group — create a group on the fly and assign selected cards to it
• Existing groups — pick from groups already configured (e.g., Engineering, Operational)

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Assign spend policy

Click Spend policy to apply or change the spend policy on all selected cards. Spend policies control transaction limits, merchant category restrictions, and other spending rules.

• None — remove the current policy; cards use the account-level default rules
• Create new policy — build a new policy and apply it immediately to selected cards

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Add funds

Click Add funds to load money onto all selected cards in a single step. Choose a preset amount or enter a custom value:

• Preset amounts: $20**, **$50, $100**, **$150, $200
• Custom… — enter any amount

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Zero balances and request physical

• Zero balances — set every selected card’s balance to $0.00. Funds are returned to your PEX business account.
• Request physical — request physical cards for selected virtual cardholders.

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Send invites

Send registration invites to unregistered cardholders in bulk:

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Track your batch operations

Every bulk action you trigger is logged on the Batch operations tab at the top of the Cards page. Navigate there to check whether an operation is still in progress, completed successfully, or had any failures. This is especially useful after sending invites, so you can see how many succeeded versus how many were already registered.

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Best practices

Still have questions? Reach out to your account manager or contact PEX Support.