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How to Assign Cardholders to Groups and How to Create New Groups

Cardholder Groups are only available with selected plans.

As an Administrator, you can create Cardholder Groups, to help you organize and track your PEX cards (e.g., by Department, by Team, by Project, by Location).

  • Once you have set up Groups, you can assign new Cardholders to them when you create new cards
  • You can assign Cardholders to Groups at any time thereafter, via the card list screen

How to Set a Cardholder Group When Placing a New Card Order:

  1. Log into the Administrator Site
  2. Click the “Cards” tab
  3. Click "Create a New Card Order" in the blue bar
  4. Enter shipping and billing information
  5. On the screen titled "Now add some card accounts to this order," you can specify the Group for each card account in the column titled "Group”
  6. Click the dropdown to choose an existing Group, or choose "Create new..." to create a new Group

Create_Groups_8.png

You can assign new cardholders to Groups, or create new Groups, when you order cards

 

How to Assign Current Cardholders to Existing Groups, or to New Groups:

  1. Log into the Administrator Site
  2. Click the “Cards” tab
  3. Click "Card list"
  4. Click the column heading “Group” to see all cards organized by Group
  5. Click the dropdown in the "Group" column to the right of the cardholder’s name
    • To assign the cardholder to a Group
    • To create a new Group
      • Choose "Create new..." from the dropdown options

 Create_Groups_10.png

Click the dropdown next to the cardholder’s name to assign a cardholder to a Group or to create a new Group

 

Viewing Cardholder Groups in Reports

To retrieve the Group name in reports, see How to Run Reports.

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