how to share virtual cards divvy

Charlotte

2 min read

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02-02-2025

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Divvy's virtual cards offer a streamlined way to manage expenses. But their true power unlocks when you learn how to share them. This guide provides a step-by-step walkthrough on sharing Divvy virtual cards, along with tips and best practices to ensure secure and efficient spending.

Understanding Divvy Virtual Card Sharing

Divvy's virtual card sharing functionality allows authorized users to access and use specific cards for approved expenses. This eliminates the need for multiple physical cards and simplifies expense tracking. Before diving into the process, understand these key aspects:

• Permissions: You control who can access each card and what limits are placed on their spending.
• Spending Limits: Set daily, weekly, or monthly limits per card to manage budgets effectively.
• Card Types: Divvy offers various virtual card types, each with unique sharing options. Consult your Divvy account for details on available card types.
• Security: Divvy employs robust security measures to protect your financial information. Always adhere to best practices for online security.

Step-by-Step Guide: Sharing a Divvy Virtual Card

Sharing a virtual card in Divvy is generally a straightforward process. However, the exact steps might vary slightly depending on your Divvy account version and setup. Here's a general guide:

1. Access Your Divvy Account: Log in to your Divvy account using your credentials.

2. Navigate to Cards: Find the section dedicated to managing your virtual cards. This is typically found under a menu labeled "Cards," "Virtual Cards," or a similar heading.

3. Select the Card: Choose the specific virtual card you wish to share.

4. Initiate Sharing: Look for a button or option labeled "Share Card," "Add User," or something similar. Click it.

5. Add User/Team Member: You'll be prompted to select the team member or individual with whom you want to share the card. Search for their name or email address within your Divvy account.

6. Set Permissions and Limits: Specify the permissions granted to the user. This might include viewing transactions, making purchases, or setting spending limits. Define daily, weekly, or monthly spending limits as needed.

7. Confirm: Review the details and confirm the sharing request. Once confirmed, the selected user will receive notification granting access to the shared virtual card.

8. Monitoring Transactions: Regularly monitor transactions made on shared virtual cards to track spending and identify any discrepancies. Divvy provides detailed reporting tools to help with this process.

Best Practices for Sharing Divvy Virtual Cards

• Clearly Defined Roles and Responsibilities: Assign cards based on roles and responsibilities, promoting clarity and preventing confusion.
• Regular Review of Permissions: Periodically review user permissions and spending limits to ensure they align with current needs and budgetary constraints.
• Strong Passwords and Security Measures: Use strong and unique passwords and enable multi-factor authentication (MFA) where available.
• Immediate Reporting of Suspicious Activity: Report any suspicious activity or unauthorized transactions to Divvy immediately.

Troubleshooting Common Issues

• User Cannot Access Shared Card: Verify that the user has been correctly added and has the necessary permissions. Check for any error messages displayed during the sharing process.
• Spending Limits Exceeded: Ensure the user understands and adheres to established spending limits. Adjust limits as needed.
• Technical Issues: If encountering persistent technical issues, contact Divvy's customer support for assistance.

By following these steps and best practices, you can effectively share Divvy virtual cards, improving financial management and streamlining expense processes within your organization. Remember to consult Divvy's official documentation and support resources for the most up-to-date information and assistance.