Float allows Administrators to override auto-lock settings for individual cards. This is useful when you want most cards to follow the rules defined in your Submission Policies but need to exempt one or more cards from those rules.
This article explains how to override auto-lock for a specific card and what happens when the override is applied.
When to override auto-lock
You may want to override auto-lock for a card if:
The cardholder regularly submits valid transactions that don’t meet standard policy fields (e.g. recurring vendor charges without receipts)
The card is used in a unique situation where enforcement would disrupt operations
You need to unpause a card temporarily while issues are being resolved
Overriding allows the card to remain active, even if it exceeds the allowed number of policy violations.
How to override auto-lock for a card
To exempt a card from the auto-lock rules in its Submission Policy:
Go to the Cards page in Float
Select the card you want to override
In the card details page, click the name of the assigned Submission Policy
In the policy settings, locate the Card Compliance section
Check the box for Override auto-lock for this card
Either:
Uncheck Autolock this Card for Policy Violations, or
Increase the number of allowed violations to a higher value
Click Confirm to apply the override
This setting will apply only to the selected card and will not affect any other cards using the same policy.
What happens after the override?
If the card is currently locked and the override brings it into compliance (by turning off auto-lock or raising the threshold), the card will be unlocked immediately.
The cardholder will be able to resume using their card as usual.