How to Add a New Policy?
- Select Policy Settings from the Profile icon’s drop-down menu
- Click + Add Policy on the right side of the screen
- Fill out the form > Click Save
Getting Started with Cast and Crew PCard+
How Much Does Cast & Crew PCard+ Cost?
What Information Do I Need to Provide to Sign Up for Cast & Crew PCard+?
What Documents are Used for Enrollment Verification?
Quick Guide to Getting Started with Cast & Crew PCard+
What Security Measures Does Cast & Crew Take to Protect My Information?
Account and User Management
What is Two-factor Authentication?
How Can I Use Multiple PCard+ Accounts?
How Do I Troubleshoot Two-factor Authentication Issues?
How Do I Set Up and Manage Alerts on My PCard+ Account?
How Do I Change or Update My Business Phone Number or Business/Shipping Address?
How Do I Change my Account’s Email Address?
How Do I Reset or Change My Password?
How Do I Cancel My Account?
Can I Access Multiple PCard+ Accounts with the Same Login Credentials?
What Do I Do If Someone I've Sent an Invitation to Hasn't Received it?
How Do I Grant an Employee Login Access to the Web and Mobile App?
How Do I Create a Department?
How Do I Change a User’s Role?
How Do I Assign a Department Lead?
How Do I Update Multiple Users At Once?
Transactions & Card Management
Can PCard+ Cards Be Used Internationally?
What is the Difference Between My Current PCard+ and Fixed Value Cards?
How Do I Enable 'Card Not Present' on a Card ?
When Do My Spending Limits Reset?
How Do I Change the Name on a Card?
What Are the Different Types of Controls I Have on a Card?
What's the Difference Between an Employee Card and a Utility Card?
How Do I Add My Cast & Crew PCard+ Card to a Mobile Wallet?
How Do I Set or Reset a PIN on a PCard+ Card?
How Do I Replace, Reissue or Cancel a Card?
How Do I Deactivate a Card?
How Do I Create a Card?
How Do I Activate My Card?
Why Did My Card Get Declined?
How Do I Reassign a Utility Card to a Different User?
What's the Maximum Card Spend Limit on PCard+ Cards?
What is the Billing Address of My PCard+ Card?
How Do I Create Multiple Cards At A Time?
How Do I Make my PCard+ Card My Mobile Wallet's Default Card?
What Do I Do If My Card is Lost or Stolen?
How Do I Update Multiple Cards At Once?
Payments & Receipt Management
Bank Accounts, Deposits & Funds
How Do I Add/Transfer Funds to My PCard+ Account?
What Do I Do If My PCard+ Transfer Fails?
How Do I Link and Verify My Bank Account to Transfer Funds?
How Do I Deposit Funds and Check My PCard+ Account Balance by SMS Text?
How Do I Cancel a PCard+ Transfer?
Why Hasn't My PCard+ Transfer Processed Yet?
How Do I Delete or Change the Bank Account Connected to My PCard+ Account?
Can I Have Multiple Bank Accounts Linked to My PCard+ Account?
Will I Be Notified When a Policy is Violated?
How Do I Know My Policy Violation is Resolved?
How Do I Resolve a Policy Violation?
After a Violation is Resolved, When Will My Card Turn Back On?
What are Policy Settings and Why Do I Need Them?
What are the Parameters/Fields I Can Set Policies For?
When Will the Policy Violation Reminders Go Out?
How to Edit/Delete an Existing Policy?
How to Add a New Policy?
When Will a Card Turn Off for Violating a Policy?
How Many Reminders Can I Set to Rectify a Policy Violation?
Feature and Set Up Guides
All Categories > Policy Settings > For Admins > How to Add a New Policy?
Updated 2 years ago by Chandrika Chandwani