Card Copilot for Travel Purchasing Cards

We've introduced the Card Copilot feature, enabling organizations to share travel purchasing card access with multiple users. Copilots have full card privileges including viewing details, managing settings, and making transactions.

What's New

• Card Sharing: Grant full card access to users beyond the original cardholder
• Team Support: Assign entire teams as copilots for shared departmental cards
• Audit Trail: All copilot activities are tracked for compliance and security
• Seamless Transfers: Transfer card ownership between copilots when needed

Getting Started

1. Enable: Activate the module via Modules page (owner/admin only)
2. Assign: Add copilots when issuing cards using the copilots parameter in Issue Card endpoints
3. Manage: Update copilots anytime via Update Card Copilots
4. Transfer: Allow copilots to claim cards using Claim Card As Copilot

API Updates

• Issue Card endpoints now accept the copilots parameter with cardholderIds and/or teamIds
• New endpoints:
  • Update Card Copilots
  • Claim Card As Copilot

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Note

This feature is exclusive to Travel Purchasing Cards and requires Module activation