Every new card needs a cardholder. The cardholder profile must be complete and ready before the person can be selected during issuance — this applies to every role, including the Owner.
Required detail | Notes |
First and last name | Use the person’s legal name |
Work email | Must be unique across the platform. Separate from their sign-in email |
Phone number | — |
Date of birth | — |
Update a Profile
Open Team.
Open the person’s entry and their details.
Add or correct the required fields.
Save the changes.
Return to card issuance and check the cardholder list.
Can’t edit the profile? Ask your Owner or Admin.
Existing Cards
Updating the profile doesn’t change the cardholder details recorded on cards already issued.
A card’s cardholder can’t be changed after issuance. If you only need to change who can access a card, see Assign People to a Card.
Troubleshooting
Issue | What to do |
The person doesn’t appear in the cardholder list | Check for missing fields and any validation message. |
The update can’t be saved | A work email already used by another profile can prevent the update. Use a work email that’s unique to this person. |
The details are complete, but the person is still unavailable | Contact us with their name, your organization name, and the message shown. |
You don’t need to send sensitive identity documents in the chat unless our team directs you to an appropriate verification process.
Need Help?
Contact us through the support widget or at [email protected] with the person’s name, your organization name, and the message shown.