How to send a virtual card to a user

Admin users can issue virtual cards to users through the LINKBANK IMPACT Card dashboard by following these steps:

1. Log In

   • Go to https://app.linkbankimpactcard.com/app/login and sign in to your admin account.

2. Navigate to the Users Page

   • On the side menu, click Users.

3. Select the User

   • Find the tile of the user you want to issue a virtual card to and click on it.

4. Initiate Card Sending

   • In the upper-right corner of the user overview page, click Send Card.
   • Select Virtual Card.
   • 

5. Choose a Virtual Card

   • Select the type of virtual card to issue.

6. Select Card Type

   • Choose from the following options under Card Type:
     • Single-use: Expires after one transaction.
     • Fixed: Allows a set amount to be used until spent.
     • Recurring: Can be used multiple times without expiring.

7. Set the Credit Limit

   • For dynamic users, the card limit will auto-populate.
   • For non-dynamic users, manually input the desired card limit amount.
8. When finished, Click the Submit button.
9. A confirmation message will appear at the bottom of the screen to indicate that a virtual card has been successfully created.