Setting a Card for Travel

Setting a Card for Travel

• Login to Client Central and access Card Console
• Search for a Cardholder
• Go to the Risk Summary page and select exemptions
  • From the action menu click ‘Add Travel Exemption’
    • To apply the same exemption to additional cards in the Card Carousel, select ‘Also Apply to’ dropdown list, if available.
  • Enter the countries and US States member will be traveling through
    • You can add up to 15 visiting countries and US States
    • If a region is selected it will include all the states included in the created region (Southeast US, West Coast, etc.)
    • Enter a note if needed
    • Click Submit
      

A cardholder can have up to two active travel exemptions, so there could be two trips with different overlapping date ranges

To Update a travel exemption, select ‘update’ on the right-hand side

• • Make changes and click submit.

To Delete a travel exemption, select ‘delete’ on the right-hand side

• • Enter a note explaining action, click submit