Approval Portal

How do I submit a delegated request on behalf of a card holder?

  1. If you are making a request on behalf of a card holder, first, make sure you have authority to do so.
  2. When you make the request, include the following note in the Description section: “This request is for [FirstName LastName]’s card.”
  3. Once you submit the request be sure to use the Add Observer feature to notify the card holder that you’ve made this request on their behalf.