How to set Cardholder User Agreements?

Admins can require new users to sign a virtual cardholder agreement to maintain documentation on cardholder accountability.

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1. On the left side bar, hover your mouse on the company name and click Company Settings

 

2. Under EXPENSE POLICY, click Enforcement and toggle the option to Require each new user to sign the card holder agreement. Click Save to apply the changes.

Admins can view the cardholder agreements by clicking on the View ()button.

3. Users will now be required to electronically sign and agree to the cardholder terms when they first sign in to their account.