A cardholder is a team member who has been authorized to spend company funds using a Dappr Visa® Card. By adding cardholders, you can empower your employees to make necessary business purchases while maintaining full visibility and control over their spending.
This guide explains how to add new cardholders to your Dappr Financial Account and how to manage their permissions and cards.
Viewing and managing cardholders
You can view and manage all active cardholders from a central dashboard. This requires administrative access to the Financial Account.
From the main menu, navigate to Financial Account.
Select Manage cards from the top menu.
Click on the Cardholders tab in the sub-menu.
This page displays a list of all current cardholders, along with a summary of their spending over the past 30 days and the number of active cards they hold.
Managing an existing cardholder
From the cardholder list, you can perform several key management actions by clicking the three-dot actions menu on the right side of a cardholder's row:
Deactivate/Activate all cards: This is a powerful tool to instantly freeze or unfreeze all physical and virtual cards belonging to a specific cardholder. This is useful if an employee leaves the company or if you need to temporarily suspend their spending privileges.
Edit billing details: This allows you to update the billing address for the cardholder. This new address will be applied to all of their existing and future cards.
Cancel cardholder: This action will permanently cancel all of the cardholder's active cards and remove their cardholder status.
How to add a new cardholder
From the Cardholders page, click the Add cardholder button in the top-right corner.
A pop-up window will appear, prompting you to select a team member from a dropdown list.
Only existing team members can be added as cardholders. If the person you want to add is not yet on your team, you can click the "Add a new team member" button from this dropdown to send them an invitation to join your Dappr account.
Eligibility requirements
While a Dappr Financial Account can be held by a business with non-U.S. resident owners and managers, there is a specific requirement for cardholders due to banking regulations.
Only team members who are U.S. residents with a valid U.S. home address can be added as cardholders.
Once a team member is selected and approved as a cardholder, and the new cardholder has accepted their invite (incl. relevant agreements), they will be issued their own physical and virtual Dappr Visa® Cards and will be able to manage them from their own Dappr account.