Virtual cards
Virtual Float cards can be re-assigned to other users in your business. You may want to do this when an employee changes departments or leaves your company, but you don't want to update the payment method you use to pay for recurring charges or subscriptions.
When a card is reassigned to a new owner this also reassigns all historical transactions to the new owner. If you do not wish to reassign historical transactions to the new owner we recommend issuing a new card instead of reassigning.
Cards cannot be reassigned to a user who is not a member of the current card's Team. To complete the reassignment in this situation, first remove the Team from the card under "Card Settings", then reassign the card.
To reassign an virtual card to another user:
- Log-in to Float as an Administrator
- Go to Cards > Virtual > locate and click the card
- Under "Card Settings", click the current cardholder's name
- Select the user you wish to reassign the card to > Confirm
Physical cards
Physical cards cannot be reassigned to other users.