| Audience | Fleet Managers, Fleet Admins |
| Applies To | Fleet Dashboard > Fleet Admin |
Introduction
Motive allows Fleet Admins and Fleet Managers to control how the Drivers are using the Motive Card. Fleet Admins can set and edit the spending limits from the Fleet Dashboard. They can create and manage spend profiles. Editing the spend profile updates the controls for all the cards linked to the profile.
Steps: Customizing spend controls for Motive Cards
1. Log into Fleet Dashboard and click Admin.
2. Click Cards.
3. Click Card Management.
4. Click the three dots in the Actions column to edit the spend controls in a spend profile.
5. Select Change spend profile from the drop-down menu.
6. The Change spend profile screen displays. This gives a few options.
- The Fleet Admin can change the current spend profile for the card to a different spend profile by selecting an alternate profile from the dropdown.
- They can create a new spend profile and specify new spend settings for this card.
- They can edit the spend profile of this card which updates the spend controls of all other cards linked to this profile.
Here's how you can update the spend profile for a card and all other cards linked to a profile. Click View spend profile.
| Note: Follow the steps mentioned in this article to edit spend profiles for individuals or groups of cardholders. |
7. The Spend Profile displays primary categories such as Time Limits, Spend Limits and Category Limits.
- The Time Limits category allows you to control the time of the days, weeks, or even hours at which the Drivers can use their cards.
- The Spend Limits category allows you to control the amount they can use per day, week, month, or billing period.
- Category Limits allows you to control the types of purchases that the Driver can make using the Motive Card such as Fuel, Fleet expenses, and Travel expenses with subcategories allowing you to select the options of your choice.
| Note: If the In-store fuel purchases option is enabled, the Driver can purchase anything in the store besides fuel. |
8. To set limits for specific spend categories, click SET LIMITS. Once you have added limits, click Save. Each of these categories maps to either a specific Merchant Category Code (MCC) or Merchant ID. These are listed below:
| Category | Restriction type | Merchant Category Code or Merchant IDs |
| Fuel pump | MCC | 5542 |
| In-store (includes non-fuel items) | MCC | 5541,5983 |
| Tolls | MCC | 4784 |
| Maintenance and towing | MCC |
4468,5013,5511,5531,5532,5533,5599, 7531,7534,7535,7538,7542,7549,7692,7699 |
| Air travel | MCC | 3000-3350 |
| Business services | MCC | 7399 |
| Government services | MCC | 9399 |
| Hardware stores | MCC | 5251 |
| Home supply warehouse stores | MCC | 5200 |
| Supermarket, grocery, and retail stores | MCC | 5411,5999 |
| Utilities (electric, gas, etc.) | MCC | 4900 |
| Car rentals | MCC | 3351-3500 |
| Local transportation | MCC | 4111,4112,4131,4121 |
| Travel agency | MCC | 4722 |
| Electric vehicle charging | MCC | 5552 |
| Fuel apps (Mudflap, etc) | MCC | QAIR8TC1R2NZRWN |
| Lodging | MCC | 3501-3999,7011 |
| Restaurants | MCC | 5499,5812,5814 |
| Parking | MCC | 7523,7524 |
| All other categories | MCC | All MCCs except the above ones |
9. Once you have customized the controls on your desired card, click Save. Now the Drivers can only use the card for the categories allowed to them on the set dates and credit limit.