If you have a non-Admin Spend role, you can request a Spend card for yourself. Your Spend Admins can then review the request and either approve or decline it.
Step-by-step guide
Open the request form
In My Cards or My Spend, click Request card (or New card if you already have a card).
Choose virtual or physical
In the drawer on the right, select what kind of card you're requesting.
Set the limit and reason
Choose the limit and how often it applies, and add a reason to give your Spend Admin more context if you'd like - this is optional.
Name the card
Give the card a name so you and your Spend Admin can recognise it later, for example "Design tools" or "Your Name - Travel".
Submit your request
Click Request card. You'll see a confirmation screen with a QR code to download the Cledara app. This way, you're ready to confirm your card order as soon as it's approved.
What happens after you submit a request
Your card appears in My Cards in a greyed-out "Pending approval" state while your Spend Admin reviews it.
Once it's approved, you will have to confirm your card order; this includes verifying your personal details and setting up security questions.
A virtual card becomes active straightaway and can be used in the Cledara app immediately. A physical card will be dispatched and make its way to you. Once you've received it, activate the card, and you can start spending.
Changed your mind?
Select the pending card in My Cards, then select Cancel request and confirm. To change any details, cancel the request and submit a new one; a pending request can't be edited directly.