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How to Update a Cardholder Profile

Administrators can update cardholder profiles:

How to Update a Cardholder Profile Through the Administrator Site:

  1. Log in to the Administrator Site
  2. Click the "Cards" tab at the top of the page
  3. Click “Card List”
  4. Locate the cardholder
  5. Click on the cardholder's name
  6. Click "Profile"under the second blue bar
  7. Click the "Edit profile" button at the bottom

    Update_Cardholder_Profile_3.png

    Click “Edit Profile” to update the cardholder’s profile

  8. Edit "Personal Profile” address (This also counts as the "Card Billing Address" for online purchases)
  9. Edit "Shipping Address" (for reissued and replacement cards)
  10. Click the Green "Save" button below

Update_Cardholder_Profile_4.png

Click the green “Save” button to save changes to the cardholder’s profile

How to Update a Cardholder Profile through the Mobile App:

  1. Log in to the Mobile App
  2. Click the “Cards” icon at the bottom of the screen
  3. Click on the cardholder’s name

    Update_Cardholder_Profile_11.png

    Click the “Cards” icon. Click on the cardholder’s name.

  4. Click on “Profile” in Cardholder Details

    Update_Cardholder_Profile_9.png

    Click on “Profile”

  5. Click on “Edit Profile”

    Update_Cardholder_Profile_7.png

    Click on “Edit Profile”

  6. Make changes to the Profile
  7. Click the green “Save” button at the end of the Edit Profile section

Update_Cardholder_Profile_10.png

Click the green “Save” button

 

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