Once you’ve been approved for your Viably Business Account, you can really begin to explore the ways you can manage your business’ finances and team’s spend, from one place. A great place to start is issuing Viably debit cards!
Cardholders can make secure purchases with either their Viably physical debit card or Viably virtual debit card – putting you in control of your business’ money, whenever and wherever you need it. Viably permits each user to be issued one (1) physical debit card and up to five (5) virtual virtual debit cards.
Issue a Debit Card
If you are the Viably account owner, once you have been approved for a Viably Business Account you will automatically be issued one physical card and one virtual debit card (which can immediately be activated).
There are several places within Viably where you can issue cards to other users in your organization.
Click ‘Issue New Card’ at the top of your Cards dashboard.
You’ll then be guided through the issuance process to select the desired cardholder, type of card, along with defining their spending and withdrawal limits.
When you are adding users to your account or if you are updating a user’s profile, there is also the option to seamlessly issue them cards!
For a new user: begin the process of inviting and adding their details to Viably by selecting “Invite Member '' from the Teams dashboard.
While adding their profile to Viably, the option to ‘Issue a Card’ can be found at the bottom. Once checked you will see the card issuance page to select the card type, and manage the daily spending and withdrawal limits.
When these new users are added, they will be prompted to go through Viably's user onboarding process to verify their identity.
Note: during user onboarding they will be asked to provide their residential address and zip code. It is this zip code that will be tied to the user's Viably debit card. This is important as if you are asked to supply a zip for any online payments with your Viably card, use the residential zip provided during the user validation process!
For an existing user: click into the team member's profile. From there you can navigate to their cards.
On this page, you'll find the option to Issue New Card. Selecting this you will be guided through the card issuance process to select the card type, and define the daily spending and withdrawal limits for this user.
Managing Your Viably Debit Cards
Once you've issued a Viably debit card, for yourself or for your team, there are a few items to help you manage how they're used and identified.
Review the activation status and see the total spend across all the Viably debit cards you've issued within your business.
This can be seen at-a-glance from top of your Card dashboard!
Issue multiple virtual Viably debit cards to help separate ongoing expenses and keep better tabs on your spend - manage the card and its spending limits for various use cases.
Perhaps you have one Viably debit card dedicated to recurring monthly subscriptions, another Viably card exclusively used for office expenses, or maybe you've separated your advertising expenses between Google and Facebook with separate cards. To help easily identify how your card is being used, give your Viably card a nickname!
From your Cards dashboard, select a Viably card and click the ellipsis in the upper righthand corner. You can then 'Edit Card' by clicking the pencil next to the name 'Virtual Card' and nickname your card as you see fit.
You can also nickname a card during the debit card issuance process:
Securely control your business' Viably debit cards by suspending, locking or canceling them in a few clicks.
From the Cards dashboard, select a card. By clicking the card's edit pencil you will see the options to suspend or cancel.
*Note: ONLY Viably admins can suspend or reactivate Viably debit cards across the business. Cardholders (those who are not admins) can only lock or unlock their individually issued Viably debit cards.
Looking for better visibility into your business' finances or ways to proactively control your spend? Apply for a free Viably Business Account today! If you have questions about the application process or Viably debit cards, you can always contact our support on chat or via [email protected].