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How to Enable Merchant Categories for Cardholders (Mobile App)

Administrators can use the Mobile App to enable Merchant Categories for cardholders.

Download the Mobile App:

How to Enable Merchant Categories for Cardholders, Using the Mobile App:

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

    Enable_merchant_category_1.png

    Click the “Cards” icon to see the list of cardholders. Click on the cardholder’s name.

  5. Click “Spend Rules”

    Add_merchant_category_mobile_2.png

    Click ”Spend Rules”

  6. Click on “Merchant categories”

    Add_merchant_category_mobile_3.png

    Click “Merchant categories”

  7. Click the plus sign (“+”) in the upper right corner to add/enable a Merchant Category

    Add_merchant_category_mobile_4.png

    Click “+” to enable a Merchant Category

  8. Select the Merchant Category you want to add/enable
  9. Click “Done”

    Add_merchant_category_mobile_6.png

    Select the Merchant Category. Click “Done.”

  10. The new Category is added to the list of Merchant Categories enabled for the cardholder

Add_merchant_category_mobile_7.png

The cardholder’s Merchant Category list is updated

 

 

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