How to submit a request to edit a card?

Users with an Employee profile can submit a request to edit the card's limitation (e.g., amount, reload cycle, currency, etc.). 

To submit an Edit request, follow the steps below:   

1. Log in to the Mesh Platform as a user with an Employee profile. 

Note: Admin and Pro users can send edit requests on behalf of other users.

2. Navigate to the Cards & Budegts, click the Virtual Cards, click on the 3 dots of any card, and then click on the Edit option.

3. Provide a reason for the request, change the relevant details (e.g., amount), and click the Submit button. 

Note: The card currency cannot be edited. 

4. Since this is a financial activity, a 2FA is applied. Please enter a five-digit code sent to your phone. 

5. The platform will route the request to the relevant people involved in the approval process. 

To check the approval status, navigate to Cards & Budgets >> Virtual Cards >> Pending approval and click on the card with the Edit symbol. 

Note: Until approved, the card still carries the original limitation template. 

To cancel the request, simply click the 3 dots at the top right corner and choose to cancel.