Mobilexpense cards instructions
After you have followed the instructions on how to connect Pliant to Declaree, you are ready to start using Mobilexpense cards. There are some important things you should be aware of so we recommend to read this article before.
Requesting cards through Declaree
Correct way to request cards
When a user needs a new card it is essential that they are the ones to request the card through their Declaree webapp or mobile app. We strongly advise against manually creating a card for them inside Pliant as there is a big chance this will result in technical errors like cards not showing up as payment methods within Declaree.
The correct way is for a user to go into the cardss section in Declaree to request a card themselves. It is mandatory for the user to do it themselves as they need to provide personal details upon requesting this, such as their mobile phone number which is required for confirming online transactions if they occur.
Managing card requests
When a user has requested a new card (or any other requests like card limit changes) the request will be sent to the Admins of the Pliant organization. This means the request will not show up in Declaree but in Pliant. Accepting or declining the request will reflect properly in Declaree immediately.
Possible cards to request
Users can request the following cards:
Virtual cards: A card that can directly be used for online payment after accepting in the Pliant Organisation. These cards currently cannot be stored in a e-wallet.
Virtual cards 1x: A card that can directly be used for online payments after accepting in the Pliant Organisation. These cards will be deactivated after the 1st successful payment and cannot be stored in a e-wallet.
Physical cards: When a physical card is requested and accepted it will arrive in 1-2 weeks after accepting in the Pliant Organisation.
We cannot guarantee the cards will always arrive within 2 weeks as delivery times from local postal services are outside of our control.
Multi-factor authentication required
When a user requests a card it will be mandatory for the user to setup a multi-factor authentication (if not already done). It is not possible to deactivate the multi-factor authentication as long as the user has an active Mobilexpense card connected to their account.
Managing existing cards through Declaree
Managing existing cards as user
Users are able to request changes to their cards directly in Declaree, by going to the Mobilexpense Card Management Tool they are able to make the following changes:
Limit change request: A limit change request will be sent to the Admin in Pliant.
Change card label: The name of the card in Declaree will be renamed and will also be renamed in the payment method settings page.
Lock card: The card will be locked and cannot be used anymore until the user unlocks it.
Terminate card: The card will be terminated and can no longer be used. There is no possibility to reactivate a terminated card (both virtual and physical).
Managing & terminating existing cards as an admin
In the Pliant environment you are free to change the limit on any card, it will reflect in Declaree as well.
The termination of a card is required to be done through the users profile in Declaree. In case the user is not able to terminate the card themselves then an admin in the Pliant organisation will have to deactivate the card there.