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Úvod Support Expense management Main administrator Regular work with Fidoo Managing and changing cards

Managing and changing cards

Card renewal

  1. Tasks section – click the Renewal Card Acceptance Confirmation task and Open.
  2. Check both confirmation boxes and Confirm.

To change the card settings

  1. Settings Tabs – click on the tab you want to edit.
  2. Click on :trojrypák: and select Show settings.
    Card settings
  3. Edit the tab settings and Save.

Change merchant payment and ATM withdrawal settings for multiple cards

  1. Section Settings Tabs – tick the tabs you want to change.
  2. Click on :trojrypák: (bottom centre) and select Allow/Disallow merchant payments or ATM withdrawals and confirm with OK.
Bulk change card settings

Bulk change of payment settings at merchants and ATM withdrawals

  1. Settings Tabs.
  2. Click on :trojrypák:select Allow/disallow merchant payments or ATM withdrawals and confirm with OK.

Lock/unlock one card

  1. Settings Tabs – click on the tab you want to lock.
  2. Click on Lock/Unlock Card (top right), or tick the Discharge Card at the same time checkbox and confirm with the Lock/Unlock button.
Locking the Fidoo card

Lock/unlock multiple cards

  1. Settings Tabs – tick the tabs you want to lock.
  2. Click Lock/Unlock Selected (bottom centre), or tick the Discharge Cards at the same time box.
  3. Confirm with the Lock/Unlock Selected button.

Lock multiple cards

Bulk lock/unlock cards

  1. Settings Tabs.
  2. Click on Lock all cards, if unlocked click on :trojrypák: and select Unlock all cards.
  3. Confirm with the Lock/Unlock all cards button.

Handing over the team card by the administrator

  1. Settings Tabs – click on the tab you want to hand over.
  2. Click on  :trojrypák: and select Change holder.
  3. Select the new holder from the list of users and select Continue.

Permanent blocking of the card

  1. Settings Tabs – click on the tab you want to block.
  2. Click on :trojrypák: and select Permanently block.
  3. Confirm with the Block Card button.

Charging/discharging the card

  1. Settings Cards – click on the card you want to load/unload.
  2. Click on :trojrypák:and select Charge/Discharge.
  3. Fill in the amount, in case of a discharge you can tick Discharge all and confirm with the Charge/Discharge button.

Charging the Fidoo card

Charging/discharging multiple cards

  1. Settings Cards – tick the cards you want to charge/uncharge.
  2. Click on :trojrypák: (bottom centre) and select Charge/Discharge.
  3. Fill in the amount, in case of discharge you can tick Lock the cards at the same time and confirm with the Charge/Discharge button.

Bulk charge/discharge cards

  1. Settings Tabs.
  2. Click on  :trojrypák: and select Charge/Discharge.
  3. Fill in the amount, in case of discharge you can tick Lock the cards at the same time and confirm with the Charge/Discharge button.

Change of card approver

Personal card

The settings of the approvers of the personal card correspond to the settings of the cardholder’s approvers.

Team card

  1. Settings Tabs – select the tab you want to edit.
  2. Approval tab – select Individual settings.
  3. Select one or two level approval, select the approver from the list of application users and Confirm settings.

Frequently asked questions about card management

In the case of a personal card, a change is only possible if the holder’s name changes. In this case, however, there is no need to order a new card, you only need to update your personal data in the Fidoo app. This can only be done by the AML Attorney who enters the new identification into the Fidoo application according to the newly issued ID. The next card issued (e.g. after expiry) will already be issued in the new surname.

Changing the name on an already issued card is therefore not possible.

If it’s issued as a personal card, it won’t. However, employees at Fidoo can transfer team cards freely as long as they are authenticated by an AML Authorised Person.