š” As a manager, you can cap how much a member spends by setting an allowance on their cards from the Team page. Without an allowance, a member can spend up to your organization's full balance.
Set or change an allowance
On your organization's dashboard, open the Team tab.
Click the $ icon next to the member's name.
Click Enable to turn on spending controls, then use New to set an allowance amount.
You can also set a starting allowance when you first invite someone. Set it to $0 to block spending until you're ready.
How allowances work
An allowance applies across all of that member's cards.
A member can spend up to their allowance or your organization's balance, whichever is lower.
Setting an allowance doesn't set money aside; your balance only drops when the member actually spends.
Allowances don't expire or refill on their own. Top them up manually when needed.
With spending controls on and a $0 allowance, all of that member's card transactions are declined.
Good to know
Spending controls apply to Members. Managers aren't limited, and Readers can't spend at all (see What can each team role do?). Members also can't send ACH, check, or wire transfers, no matter their allowance.