Creating Float Cards as an Administrator (Virtual & Physical)

Float offers both virtual and physical cards to support business spending needs. This article will walk you through the step-by-step process of creating, setting up, and managing both types of cards, as well as applying spending limits.

For more information on Float cards, see:

Float Cards Overview 

How to Start Spending with Float Cards

Card Overview Page Walkthrough

Cards FAQ

Virtual Cards FAQ

Physical Cards FAQ

Who Can Create Cards

Only Administrators can directly create Float cards.

• Spenders and Managers cannot create cards themselves but can submit a Spend Request for a new virtual or physical card, or for a limit increase on an existing card.

• Once the request is approved by an Administrator, the card will be issued.

For more information, see:

Spend Requests for New Cards or Limits

Approval Policies Overview

Approving and Managing Spend Requests (Managers and Admins)

Creating Virtual Cards as an Administrator

1. Log in to your Float account and navigate to Cards > Create Card > Virtual.

2. Enter the required card details:

   1. Card Name

   2. Assigned Spender

   3. Currency (CAD or USD)

   4. Card limit 

   5. Submission Policy

3. Click Create.

4. Once created, virtual cards are active instantly and can be used immediately online or when added to a digital wallet.

Creating Physical Cards as an Administrator

1. Log in to your Float account at app.floatfinancial.com.

2. Navigate to the Cards page and select Create Card.

3. Fill out the card details and select Create.

4. Before the card can ship:

   • Shipping Details must be set (either by the Administrator or the assigned Spender).

   • For CAD cards, a PIN must be set.

Shipping Details

• Spenders will receive an email prompting them to provide shipping details.

• Admins may also complete shipping details on behalf of Spenders.

• Once set, shipping details cannot be changed.

• Physical cards can be shipped directly to a Spender’s office or home address (exceptions apply).

For more information on shipping, see:  Physical Card Shipping Timelines

Setting a PIN

• Admins can set a PIN on behalf of a Spender by navigating to Cards > Physical > {specific card} and following the prompts.

• Best practice: Encourage the Spender to set their own PIN.

• If setting a PIN on behalf of a Spender, avoid communicating it electronically.

• A CAD card's PIN can be viewed from within the Float application: Viewing a Physical CAD Card PIN

• The PIN can be changed once the card is delivered and activated (see Resetting a Physical Card PIN guide).

Adding Spending Limits to Float Cards