--- title: Getting Started for Admins: Request, Approve and Activate Cards description: Request virtual or physical cards, choose monthly or reloadable limits, approve requests, activate physical cards and share cards with volunteers. --- [Skip to content](https://knowledgebase.kleercard.com/getting-started-for-admins-request-approve-and-activate-cards#main-content) English Show submenu for translations ![Logo 1 Dark \_small.png\]](https://knowledgebase.kleercard.com/hs-fs/hubfs/Logo%201%20Dark%20_small.png?height=45&name=Logo%201%20Dark%20_small.png) Open main navigation Close main navigation - English Show submenu for translations Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://knowledgebase.kleercard.com/?hsLang=en) 2. [Getting Started](https://knowledgebase.kleercard.com/getting-started?hsLang=en) 3. [Admin Guide](https://knowledgebase.kleercard.com/getting-started?hsLang=en#admin-guide) # Getting Started for Admins: Request, Approve and Activate Cards ## Issue virtual and physical cards, set limits and share cards with volunteers With your users added, you're ready to get cards into their hands. You can request cards for each person, for specific vendors, subscriptions or for events. ### Step 1: Request a card 1. Go to **Cards** on the left menu. If you're in Settings, click **Back to Portal** first. 2. Click **Request a card** in the upper right. 3. Fill in the card details: - **Cardholder:** who the card is for. - **Nickname:** helps you find the card in your list, for example "Amazon" or "Youth Retreat." Nicknames don't print on the card. - **Card type:** a **virtual** card works as soon as it's approved, for online purchases or a mobile wallet. A **physical** card is mailed to you and arrives in about 10 business days. - **Limit type:** a **monthly** limit resets each month, so you control how much each person spends per month. A **reloadable** limit is a fixed amount for the life of the card, which is useful for a trip or event budget. An admin can update it later. - **Limit amount:** the most the card can spend in that period. **Tip:** Need someone to start spending before their physical card arrives? Request a virtual card for them as well. A user can hold both. **Optional settings while you request a card:** - **Card controls:** limit the card to certain merchant types or schedules. - **Default accounting:** automatically assign a vendor or expense account to every charge on the card. It can still be changed on each charge. - **Card policy settings:** override your company policies for this card, for example turning auto-locking on or off. ### Step 2: Approve a card - Cards issued in primary admin's **name** are approved automatically. - Cards for **anyone else** wait for the Card Creation Approver's approval. Approvers get an email, and a badge appears on **Approvals** in the left menu. ### Step 3: Activate physical cards when they arrive Go to **Cards**, open the card, and enter the **card number** and **security code**. A physical card can't be used, in store or online, until it's activated. \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ ### Managing your cards **Change a card's limit:** open the card, click **Card actions** in the upper right, and choose **Update monthly limit**, or edit the card. **Share a card with someone who isn't a user:** for a volunteer or one-time purchaser, open a virtual card, click **Card actions**, then **Share**, and enter their email. They get a temporary dashboard where they can see the card details, add it to Apple Pay or Google Pay, and upload their receipt. **Why use more than one card?** - **Security:** give each vendor its own card with a limit that matches the bill, so a compromised card can't be used for more. - **Control:** turn off one vendor's card without updating payment details everywhere else. - **Budgets:** give a person a fixed amount for a specific purpose. - **Accounting:** tie a card to a default expense account, for example a software subscription card that always codes to your technology account. **Next step:** With your cards on the way, [set your company policies and reminders](https://knowledgebase.kleercard.com/getting-started-for-admins-set-your-company-policies-and-reminders?hsLang=en) so your team knows what to submit with each charge. - [Getting Started](https://knowledgebase.kleercard.com/getting-started?hsLang=en#main-content) - [Admin Guide](https://knowledgebase.kleercard.com/getting-started?hsLang=en#admin-guide) - [User Guide](https://knowledgebase.kleercard.com/getting-started?hsLang=en#user-guide) - [Accounting Integrations](https://knowledgebase.kleercard.com/getting-started?hsLang=en#accounting-integrations) - [Using KleerCard](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#main-content) - [Cards](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#cards) - [Transactions](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#transactions) - [Settings and Policies](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#settings-and-policies) - [Bill Pay](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#bill-pay) - [Exporting Data](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#exporting-data) - [Integrations](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#integrations) - [Product Updates](https://knowledgebase.kleercard.com/product-updates?hsLang=en) - [How-To Videos](https://knowledgebase.kleercard.com/how-to-videos?hsLang=en#main-content) - [Charges](https://knowledgebase.kleercard.com/how-to-videos?hsLang=en#charges) - [Vendors](https://knowledgebase.kleercard.com/how-to-videos?hsLang=en#vendors) - [Accounting & Administration](https://knowledgebase.kleercard.com/how-to-videos?hsLang=en#accounting-administration) - [Bill Pay](https://knowledgebase.kleercard.com/how-to-videos?hsLang=en#bill-pay) - [Frequently Asked Questions](https://knowledgebase.kleercard.com/frequently-asked-questions?hsLang=en#main-content) - [Accounting & Administration](https://knowledgebase.kleercard.com/frequently-asked-questions?hsLang=en#accounting-administration) [![kc\_logo\_Purple\_large](https://knowledgebase.kleercard.com/hs-fs/hubfs/kc_logo_Purple_large.png?width=510&height=176&name=kc_logo_Purple_large.png "kc_logo_Purple_large")](http://getkleercard.com) Copyright © 2026, KleerCard