Removing a funds and card rule that has been saved

This article is under construction; please do not make any edits without consulting Mike Coleman or B.J. Schone.

Overview

Funds and card rules help control and customize the use of your Ramp cards. You can modify or remove these rules anytime, with changes taking effect immediately upon saving. This guide will walk you through the steps.

To Modify Funds and Card Rules:

1. Navigate to the Desired Allocated Funds: Go to the allocated funds or card with the rule you want to change.
2. Edit Allocated Funds: Click 'Edit' to review existing rules.
3. Modify Rules: Click the pen and pencil icon to enter edit mode and adjust the rules.
4. Save Changes: Click 'Save' to apply the modifications.

To Remove Funds and Card Rules:

1. Access the Allocated Funds: Navigate to the allocated funds or card from which you want to remove the rule.
2. Edit Allocated Funds: Click 'Edit' to open the rule settings.
3. Remove Rules: Click the pen and pencil icon and set the rules to 'None’.
4. Save Changes: Click 'Save' to finalize the removal.