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How to Enable Merchant Categories for Cardholders (Mobile App)

Administrators can use the Mobile App to enable Merchant Categories for cardholders.

Download the Mobile App:

How to Enable Merchant Categories for Cardholders, Using the Mobile App:

  1. Log into the Mobile App
  2. Click the “Cards” icon at the bottom of the screen
  3. Navigate to the cardholder
  4. Click on the cardholder’s name


    Click the “Cards” icon to see the list of cardholders. Click on the cardholder’s name.

  5. Click “Spend Rules”


    Click ”Spend Rules”

  6. Click on “Merchant categories”


    Click “Merchant categories”

  7. Click the plus sign (“+”) in the upper right corner to add/enable a Merchant Category


    Click “+” to enable a Merchant Category

  8. Select the Merchant Category you want to add/enable
  9. Click “Done”


    Select the Merchant Category. Click “Done.”

  10. The new Category is added to the list of Merchant Categories enabled for the cardholder


The cardholder’s Merchant Category list is updated



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