Manage cards

All card management actions are available from the card detail sheet. Click any card in the list to open it.

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View card details

The detail sheet shows:

• Limit — the card’s spend limit
• Current — amount spent in the current period
• Available — remaining balance
• A utilization bar (turns yellow above 75%, red above 90%)
• Card name, type (recurring or single-use), and cardholder
• Spending controls (limit type, category restrictions, and allowed countries)

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Reveal sensitive card data

Click Details in the card detail sheet to reveal the full card number, expiry date, CVV, and billing address. Sensitive data is visible to the cardholder and to users with admin-level card permissions. Revealed data auto-hides after 40 seconds. You can also click Hide to clear it manually. Each field has a copy button for use when entering card details into a payment form.

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Edit card settings

Click the gear icon in the card detail sheet to edit the card. You can update:

• Card name
• Spend limit and limit frequency
• Spend category controls
• Allowed countries

What can’t be changed after creation:

• Card type (recurring vs single-use) — permanent
• Cardholder — permanent (only set at creation)

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Set allowed countries

By default, every card works in the United States and Ireland. You can add up to 5 countries per card — useful for team members who travel or charge international merchants regularly.

1. Open the card detail sheet
2. Click the gear icon to edit the card
3. Under Allowed Countries, add or remove countries from the list
4. Save the card

The change takes effect immediately for the next transaction.

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Freeze and unfreeze

Freezing stops all new charges without permanently closing the card.

1. Open the card detail sheet
2. Click the snowflake icon (Freeze)
3. To unfreeze, click the sun icon (Unfreeze)

A frozen card can be unfrozen at any time.

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Replace a card

Replacing a card archives the current card and immediately issues a new one with the same name, limit, spending controls, allowed categories, allowed countries, cardholder, and team. Only the card number, expiry, and CVC change. Use Replace when the card details themselves are the problem but the card’s purpose is still valid — for example:

• The card is lost or stolen
• The number was leaked or you suspect fraud on it
• A merchant needs a fresh number to recycle a saved payment method

Choose a different action when:

• You only need to pause spending temporarily → Freeze the card instead
• The card is no longer needed at all → Archive it instead
• You want to keep the old card active and spin up a parallel one → Duplicate it instead

The new card inherits the exact settings the original was already approved with, so Replace bypasses the standard card approval policy and issues the replacement straight away.

1. Open the card detail sheet
2. Click More (the overflow menu) → Replace card
3. Review the summary of what will happen and confirm Replace card
4. On the success step, reveal the new number, expiry, and CVC and update them with the merchant on file

The old card is archived as part of the same flow — past transactions stay on it, and new spending lands on the new card. Who can replace a card: the card’s assigned cardholder or an account owner. Users with card:create permission see the action in the menu, but it’s only enabled on cards they’re allowed to change. Revealing the new card details still follows the normal reveal rules — non-cardholders without admin reveal rights see only the last four digits, and need the cardholder or an owner to reveal the full number.

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Archive a card

Archiving permanently closes a card. This cannot be undone — archived cards cannot be reactivated or modified.

1. Open the card detail sheet
2. Click More (the overflow menu)
3. Select Archive and confirm

Archived cards are hidden from the default card list view. To see them, use the Status filter and include Archived.

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Duplicate a card

Duplicating creates a new card with the same settings as an existing one.

1. Open the card detail sheet
2. Click More → Duplicate
3. The new card creation panel opens pre-filled with the same name (appended with ” (Copy)”), type, limits, and categories
4. Adjust any settings and create

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Share card details

You can generate a secure link to share card details with someone who needs them (for example, a team member setting up an ad account).

1. Open the card detail sheet on an active card
2. Click Share
3. Enter the recipient’s email and confirm

The recipient receives a link. The link expires 3 days after it’s first accessed. For inactive or archived cards, you can copy basic card info (name, last four, cardholder, status) to your clipboard instead.

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Filter the card list

The default card list shows active and frozen cards. Use the filters to narrow the list:

• Status — active, frozen, or archived
• Cardholder — filter to a specific person’s cards
• Search — search by card name

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Rewards Card

The Dash.fi Rewards Card is a separate card product from the virtual cards on this page — it’s requested, managed, and troubleshot differently. Notably, allowed countries and spend categories can’t be edited on a Rewards Card yourself. See Rewards Card for how to request one, set a PIN, and resolve declines.