Activate a Mazlo Card

This guide provides a step-by-step process on how to activate a debit card on Mazlo.

Introduction

Activating a Mazlo card is a simple process that allows you, your team members, or project admins to access funds and make transactions efficiently.

Activate a Mazlo Card

Step 1: Navigate to Your Cards

Open "Cards" on the left-side menu to issue new cards.

Step 2: Select "Issue New Card"

Here, you can view all the cards for the organization and select "Issue New Card."

Step 3: Select the Owner of the Virtual Card

Once a team member has accepted their Mazlo invitation, you will be able to select their name here. You can also select yourself.

Step 4: The Card will Automatically Connect with the Selected Card Owner's Account

The account this card will draw funds from is automatically selected when you select the card owner, depending on which account they're invited to (primary checking or a project account).

Step 5: Give the Card a Nickname

Assign a nickname to the card. This is an important way to identify this card, but you can adjust the nickname later.

Step 6: Select the Frequency of the Spending Limit

Set the frequency of the spending limit: choose from daily, weekly, or monthly options.

Step 7: Set the Spending Limit Amount

Input the amount for the spending limit. Note: You can adjust the spending limit at any time.

Remember, you can only spend what's in the account's available balance, even if it's lower than the spending limit.

Edit the Card and Adjust the Spending Limit

Step 1: Review the Card's Details

Review the Mazlo debit card details.

Note: Only the card owner can review the card number. If you create this card for a team member, they will be able to access their card number through their Mazlo account.

Step 2: You May Freeze the Card at Any Time

Remember, you can select the "Freeze" option to temporarily pause all functionality of the card at any time.

Note: Your team member may also freeze the card from their Mazlo account if needed.

Step 3: Open "More" to Edit the Nickname, Adjust the Spending Limit, and Cancel the Card if Needed

Open the More option to edit the nickname, adjust the spending limit, or cancel the card.

Step 4: Adjust or Disable the Spending Limit

You can remove spend controls for certain team members, giving them the ability to spend their projects unrestricted balance.

a. Click Adjust Limit.

b. Click the Spend Controls Enabled toggle.

When the toggle turns red, the Spend Controls are disabled. This means the Card Holder has the ability to spend funds with no limit from their unrestricted account.