Requesting a change to or editing your cards or funds

Overview

Making changes to a card or funds is simple for an admin or an employee. Below are the steps for each type of user to edit or request changes to an existing card.

Step-by-step configuration guide

As an Admin

If you are the owner or admin of your company's Ramp account, you can adjust any card or funds that has been created for your team. You can change the limit, lock it temporarily, or set an auto-lock on it.

Here's how:

On the homepage, click ' Manage Funds ' on the left-hand side of the screen.
Click the card or funds you want to edit. This will open the details on the right-hand side of the page.
Click Actions at the top right to edit, lock, terminate, or make other changes.

As an Employee

If you need a higher spending limit on your Ramp card or funds, find the relevant card or funds you wish to add more money to on the right side of the home screen or head to your wallet. Then:

Click on the card for funds, click Action at the top right. To add more money, select 'Request a temporary increase' or 'Request an increase' depending on the type of card or fund.
Enter the details you wish to change. You can enter an updated amount, category, merchant restrictions, etc. → Save Changes → Enter the reason for the increased or decreased limit (your approver will read this reason) → Request Changes.
Your manager or admin will then approve the request or provide you with reasoning as to why they cannot approve it.

Please note that if someone other than the employee originally requested the card or funds, all future card edit requests even when the employee makes the request themselves will follow the approval routing based on that initial requester.

Frequently asked questions:

I changed my employee's card or funds Spend Limit frequency to "Total." Why are their card or funds still being declined?
- Please note that changing a spending limit to "Total" is a one-time update that will display the lifetime spending on the card or funds. If you want to adjust how often the limit resets, you can select a frequency of daily, weekly, monthly, or yearly. After making this change, the card or funds will show the available spending based on the chosen frequency.
My physical card is locked but there is no unlock option.
- If 'Unlock' is missing and no error messages are shown, check if the associated fund is locked.
  - Go to 'Manage spend' → 'Funds' and search for the employee or fund name.
  - Unlock the fund if it is locked. The card will become usable.