Next User Type: Admin
As an admin, you can assign any policy to a budget or custom-limit card. After a policy has been assigned, policy settings apply to all transactions in that budget or card.
Assign policy to budget or card from a web browser
In the Navigation Menu, select Policies
Select the category that includes the policy you want to assign:
Automatically freeze cards
Merchant category restrictions
Receipt requirements
Transaction approvals
Transaction limits
Find the policy you want to assign
Select the Options (three dots) icon for the policy
Select Assign policy
Select any budgets that you want to assign the policy
To assign the policy to any custom limit cards, select the Custom limit cards tab
Select any cards that you want to assign the policy
Select Save
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