Freezing or Closing a Team Member Card
Admins can freeze, close, or report cards as stolen within the account at any time. In this article, we'll describe the difference between these actions, when you might want to take them, and how to complete each action within Zena.
Please note that your team members can also complete the actions below at any time in their Zena account.
Freezing a Card
You can freeze a team member's card at any time to discontinue spend from that particular card. This applies to both virtual and physical corporate cards issued by Zena.
Freezing cards can be a temporary action taken and can be undone at any point to allow purchases from the card again. You may wish to freeze a card if an employee believes that their card was left at a local vendor or if they are going on extended leave.
To freeze a team member's Zena card, you'll want to follow the directions provided below:
- Log in to your Zena account and navigate to either Business Spend or the project associated with the virtual card.
Remember that all physical corporate cards are located within Business Spend.
- Find the card you'd like to freeze and use the menu on the top right-hand side of the card image to select Freeze/Unfreeze card.
Selecting this action means that all purchases going forward will be declined if anyone attempts to use the card. Unfreezing the card will immediately undo this action so that purchases can occur again.
Closing a Card
Selecting this action means that all purchases going forward will be declined if anyone attempts to use the card. You cannot undo this action, and the card will be reported to Visa as closed permanently.
Closing a team member's Zena card is a more permanent action as this cannot be undone, unlike freezing a card. You'll want to use this once a project has been completed (virtual cards) or if your employee has left the business.
Please follow the directions below to close a virtual or physical corporate card:
- Log in to your Zena account and navigate to either Business Spend or the project associated with the virtual card.
Remember that all physical corporate cards are located within Business Spend.
- Find the card you'd like to close and use the menu on the top right-hand side of the card image to select Close Card.