How do I assign a card to a user on a Moneybase Business account?

Business account administrators can assign physical or virtual cards to authorised users directly from the Moneybase Business portal.

Assigning a card

1. Log in to your Moneybase Business account.
2. From the left-hand menu, select Administration.
3. Select Cards.
4. Click Assign Card.

Step 1: Select the card type

Choose the type of card you would like to assign:

• Physical Card – a physical card that will be delivered to the user's registered address.
• Virtual Card – a digital card that can be used immediately for online purchases.

Once selected, click Continue.

Step 2: Select the user

Choose the user who will be assigned the card.

Only authorised users on the business account will appear in the list.

Step 3: Select the spending wallet

Choose the wallet that the card will be linked to.

Transactions made using the card will be deducted from the selected wallet.

Step 4: Confirm delivery address (Physical Cards only)

If you are assigning a physical card, confirm the delivery address for the cardholder.

If required, update the address before proceeding.

Step 5: Complete the assignment

Review the information and click Assign Card.

A confirmation message will be displayed once the card has been successfully assigned.

Important information

• Only users with the appropriate permissions can assign cards.
• Physical cards are delivered to the cardholder's registered address.
• Virtual cards are available immediately after assignment.
• The card will be linked to the wallet selected during the setup process.