Let your event team spend with Vault cards

Open Cards

Pick the brand, open Vault, then select Cards. Issued cards lists every card on the brand with its status.

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Select Create card

Select Create card. The Create card window opens.

Bemærk: To give several people a card each with the same controls, select Issue several cards instead, as Issue Vault cards to your whole event crew at once shows.

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Add the cardholder if they are new

Optional: If the person isn't in Cardholder yet, select Create cardholder beside Need to create a cardholder? at the top. The Create new cardholder window opens over the card.

Bemærk: A cardholder is the person a card is made out to. Add each person once and you can issue them as many cards as you need.

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Enter their contact details

Enter the person's Email and Mobile number, with the country code in front of the number.

Bemærk: The email can't be changed once the cardholder exists, so use the address they will keep.

Enter their name and date of birth

Enter their First name, Last name and Date of birth.

Bemærk: A cardholder must be at least 18, so the date picker stops at the date 18 years ago.

Enter their home address

Under Primary address, enter their Street address, City and Postcode, then choose Country.

Bemærk: Postal address (optional) takes a second address. Once you start it, its street, city, postcode and country are all needed.

Save the cardholder

Select Create cardholder. The window closes and the person is ready to choose in the Create card window.

Choose the cardholder

Choose the person from Cardholder. The card is made out to them, and Vault records you as the person who asked for it.

Name the card

Optional: Enter a name in Nickname (optional), such as Production float or Artist hospitality, so the card is easy to find in lists and in card activity.

Choose the card type

Choose the kind of card from Card type.

• Virtual: A card number to pay with online and in apps, active as soon as it is issued.
• Physical: A card the person carries, made out in their name.

Link the event

Optional: Choose the event the card is for in Event (optional). Card activity then shows the event beside each payment, and a crew card takes its dates from it.

Choose what the card is for

Under What is this card for?, choose the closest match. Each one sets sensible controls, and you can change any of them afterwards.

• Crew card for an event: The card works from the day before the event starts to the day after it ends, with a daily limit.
• Supplier card: The card pays one supplier: one kind of business, up to the amount you set and until a date you choose.
• Online subscriptions: The card works online only, with a monthly limit.
• Your own settings: You set the limits yourself, with no rules on where or when the card works.

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Enter the limit

Enter the amount the choice asks for, such as the Daily limit of a crew card, the Monthly limit of a subscriptions card, or the Amount to pay the supplier of a supplier card.

Bemærk: A supplier card also asks What are you paying for? and when it Works until.

Adjust the controls

Optional: Open Adjust controls to change Payments, Spending limits, Ways to pay, Cash withdrawals, Where it works and When it works.

Bemærk: Choose One payment, then it stops for a card that pays one deposit. A card needs at least one spending limit and at least one way to pay.

Check the other options

Optional: Open More options to choose the Network, the Card purpose (optional) and an Internal note (optional). Most cards don't need these.

Select Create card

Select Create card at the foot of the window. Card created successfully confirms it, and the new card joins Issued cards.

Bemærk: If Authenticate to continue opens first, confirm with your second factor and Vault carries on issuing the card.

Check the card

In Issued cards, select the card's nickname. Card information shows its status, the last four digits and the cardholder's name.

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