Assign a card to a team member when they need access to it in Kolo.
Assignment changes who can access the card in Kolo
Cardholder is recorded at issuance and doesn’t change when you assign people
Several assignees: an Ads Card can be assigned to more than one person
Add or Remove an Assignee
Open the card.
In Overview, find Assigned to.
Use Add to choose a person, or remove an existing assignee.
Review the updated list.
Person or control unavailable? Ask your Owner, Admin, or the person who manages access to the account to review the relevant permissions.
For the permissions that control card visibility, see Roles and Permissions.
Several People on One Card
An Ads Card can be assigned to more than one person. Give access only to people who need to work with that card.
Good to know: removing one assignment doesn’t remove access that the person has through a broader role or account permission.
Change the Cardholder
The cardholder can’t be changed on an issued card.
If a different person must be the cardholder, prepare their profile and issue a new card. See Complete or Update a Cardholder Profile and Issue One or More Cards.
Need Help?
Contact us through the support widget or at [email protected] with your organization, the card name or last four digits, and the team member you want to assign.