- By default, only Admins can add, edit, or remove shared company payment cards.
You can manage your shared company cards by accessing the Company settings page.
Adding a shared company payment card
- Go to Company settings, then Payment methods
- Press New credit card (we accept American Express, Mastercard, and Visa.)
- Enter the card details
- Select whether to make the card Visible to everyone or restrict it to specific invoice profiles
- Under Card security, designate code owners (people who have access to the phone associated with the card and can complete verification checks) by adding their names or email addresses
- Press Add credit card to finish
Editing the code owners
What is a code owner?
Someone who has access to the phone associated with a payment card, and can complete an identity verification check.
Code owners need to have a TravelPerk account and belong to the same company.
- Go to Company settings, then Payment methods
- Find your saved card and on Card security, press Edit
- Add code owners by search by name or email address
- Remove code owners by pressing the "x" next to their name
- Press Update
Deleting a shared company payment card
- Go to Company settings, then Payment methods
- You can delete a payment card by clicking on the trash icon displayed on the top-right corner of each card
- You'll have to confirm you want to delete the credit card. Press Delete credit card to do so.
To read more about payment cards on TravelPerk, check the articles below: