Assigning an Emburse Cards Default Cardholder

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In rare situations, an Emburse Card may not be assigned an email address, or the email address assigned to the card may not exist in Certify. If this occurs, Certify will import the transactions to your Emburse Cards Default Cardholder.

Please Note: For a streamlined reconciliation process, it is recommended that all Emburse Cards are assigned an email address and all cardholders are active users in Certify.

This article shows you, a Certify Administrator, how to assign an Emburse Cards Default Cardholder.

Step 1: On your Certify homepage, click the gear icon.

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Step 2: Under System Integrations, click Manage your Card Programs.

Step 3: Click the pencil icon to assign a Default Cardholder. Any active Certify user can be assigned as a Default Cardholder.

Step 4: A popup window appears. Type a user’s name into the Search bar to select them as the Default Cardholder, then click Save to finish.

 

 

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