Fiscal Sponsor Knowledge Base
  • Welcome to Mazlo!
  • Getting Started
    • The Fiscal Sponsor Dashboard
    • Build Your Chart of Accounts
    • Invite Team Members
    • Fund Your Mazlo Account via ACH
    • Wire Instructions
    • Submit a Help Request to the Mazlo Team
  • Projects
    • Create a New Project and Activate Banking
    • Make an Internal Transfer
  • Contacts
    • Create Contact Profiles for Donors and Recipients
  • Check Deposits
    • Make a Mobile Check Deposit
  • Send Money
    • Send an ACH Transfer
    • Mail a Physical Check
    • Approve and Send Payment Requests for Projects
  • Mazlo Cards
    • Issue a Mazlo Card
    • Add Your Mazlo Card to Your Virtual Wallet
    • Using Your Mazlo Card Abroad: Prohibited Countries List
  • Donation Campaign
    • Activate Mazlo Donation Campaign
    • Create a Custom Donation Campaign
  • Transactions
    • Transaction Details: Credits and Debits
    • Splitting Transactions
    • Use Magic Suggestions to Tag Donors to Stripe and Mazlo Campaign Payouts
    • Export Custom Transaction Reports
  • Declined Transactions & How to Resolve Them
  • Compliance
    • Donor Acknowledgement Letters
    • Create a Grant Profile
    • Require Payment Requests to Include an Attachment or Accounting Code
  • Settings
    • Customize Your Organization's Logos
    • Build Live P&L Statements
    • Bank Statements
    • Enable ACH Pull
  • Integrations
    • Update Stripe with Mazlo Account Details
    • Connect Your Stripe Account with an API Key
Powered by GitBook
On this page
  • Introduction
  • Issue a Mazlo Card
  • Edit the Card and Adjust the Spending Limit
  • Contact Our Team
  1. Mazlo Cards

Issue a Mazlo Card

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

PreviousApprove and Send Payment Requests for ProjectsNextAdd Your Mazlo Card to Your Virtual Wallet

Last updated 5 months ago

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.

Issue a Mazlo Card

Step 1: Open 'Cards' to Issue a New Card

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

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

Step 2: 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.

The Card Account will automatically connect to the account the Card Holder is a member of. This cannot be changed.

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

Next, select the Spending Limit frequency.

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

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

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: Freeze the Card at Any Time

You can click "Freeze" to temporarily pause all functionality of the card at any time.

The card holder can also freeze the card from their Mazlo account if needed.

Step 3: Open the "More" Dropdown Menu

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.

First, click Adjust Limit.

Then click the toggle to enable or disable Spend Controls.

If the toggle is green, then enter the amount of the Spend Control. The card will be automatically declined when a purchase meets or exceeds this amount.

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

Step 5: Set Your Pin Number

From the 'More' drop-down menu, you can also set your pin number. This is a secure four-digit code that is sometimes requested at check-out.

Contact Our Team

Please contact our team if you have any questions: .

support@mazlo.com