How to setup spend profiles

    Audience  Fleet Admins 
    Applies To  Fleet Dashboard > Motive Cards 

     

    Introduction

    Motive allows Fleet Admins to set up spend profiles for all or specific Drivers from the Motive Fleet Dashboard.

     

    Steps: Setting up spend profiles

    1. Log in to Fleet Dashboard and click Admin.

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    2. Click Cards.
    3. Click Settings.
    4. Click Create profile.

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    5. Choose the profile name. You can also set this profile as default. Default profiles apply to all new card activations.
    6. Set Time limits for the cards. You can select either every day or Custom time limits. When selecting Custom time limits, choose the days and set the time when you want the Driver to use the card.

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    7. Set the Spend limits for your Driver. You can set limits Per day, Per week (Sun-Sat), Per calendar month, Per billing cycle, or Per transaction.

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    8. In Category Limits, you can choose to Allow all categories or Allow specific categories. If you have chosen to Allow specific categories, the Drivers are restricted to using their Motive card only for these categories.
    9. Click Save.

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    Note: You can also apply spend profiles to individuals or groups of cardholders.

    10. Click Settings to edit, delete, duplicate, or set a spend profile as default.

    11. Click the three dots.

    12. Click Set as default.

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