Card Management

The Motive Card Management page gives fleet admins a centralized way to manage all Motive Cards within their organization. Understanding how to assign, activate, and update cards helps ensure secure spending and smooth fleet operations.

Overview 

The Card Management page in the Motive Dashboard streamlines how you control, monitor, and update Motive Cards for your fleet.

• Centralized oversight: Manage all Motive Cards in one place for easier tracking and administration. This reduces the time spent switching between systems and improves visibility across your fleet.
• Flexible assignment: Assign cards to drivers, vehicles, or fleet users based on operational needs. This ensures each card is used efficiently and supports your fleet’s workflows.
• Real-time controls: Instantly activate, deactivate, or update cards and spending limits. These changes take effect immediately, helping you respond quickly to evolving needs.
• Efficient search: Locate any card in your fleet using advanced search and filters. This allows you to take action faster and maintain accurate records.

Viewing cards

1. Log in to the Fleet Dashboard and go to Admin > Cards. 
2. Click Card Management 
3. Find the required Motive Card by using Search by cardholder or vehicle and applying filters for Card, Select groups, Spend profile, Security, and Status. 
4. Review the filtered list and select cards for further action.

Card Management permissions

Fleets can manage granular permissions under Card Management. Assign or revoke permissions as needed for each role.

1. Log in to the Fleet Dashboard and click Admin icon > Fleet Users.

2. Click Roles & Permissions.
3. Select the role you want to update > click Options > click Edit.

4. Scroll to Card Management to view the granular permission options.
5. Check or uncheck permissions such as activating cards, managing security controls, or updating card policies.
6. Save the changes to apply the updated access for that role.

Activating Physical Cards

To activate a new physical card:

1. In Card Management, locate the unactivated card.
2. Click Activate and confirm.
3. Click Physical card.

4. Click Assign card to and assign it to a Person or Vehicle.
5. Enter the Last 4 digits of card number.
6. Select the Spend Profile. 
7. Click Activate. 

Activating Virtual Cards

To activate a new virtual card:

1. In Card Management, locate the unactivated card.
2. Click Activate and confirm.
3. Click Virtual card.

Note: Motive’s Virtual Cards cannot be assigned to Drivers only to Fleet Users

4. Click Assign card to and assign it to a specific Fleet User, and enter a Card ID. 

Note:  Card IDs are provided when an order for a card is placed.

5. Select the Spend Profile. 
6. In Auto-deactivation rules enter the Max number of transactions and Max total spend allocated to the Virtual Card. 
7. Click Activate. 

Card Reassignment or Reassigning Cards

To reassign a card: 

1. In the Fleet Dashboard, go to Admin > Cards > Card Management.
2. Click the three dots next to the desired card. 
3. Click Reassign.

4.  Select the Person or Vehicle to Assign card to. 
5. Select a Spend Profile and Reason for reassigning. 
6. Click Assign. 

To assign an unassigned card: 

1. In the Fleet Dashboard, go to Admin > Cards > Card Management.
2. Click the three dots next to the desired unassigned card. 
3. Click Assign card.

4. Select the Person or Vehicle to Assign card to. 
5. Select a Spend Profile and Reason for reassigning. 
6. Click Assign.

 Deactivating Cards 

1. In the Fleet Dashboard, go to Admin > Cards > Card Management.
2. Click the three dots next to the desired card. 
3. Click Deactivate.

Confirm the action, and the card is immediately blocked from further transactions.

FAQs

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