Supplementary cards

In a single application, you can have multiple active subscriptions and several different payment methods. This is managed by setting up supplementary cards.

By creating supplementary cards, you can:

• Set up an optional card access expiry date for each supplementary card issued
• Manage each subscription separately by enabling or disabling individual cards.
• Identify each user's spend through the Spend breakdown in the Dashboard with the help of card tags.
• Enforce specific spending controls by setting an individual card limit for each user or use case.

Imagine five team members each have their own ChatGPT subscription. To manage these under one application, you can create a supplementary card for each employee.

• Application budget is a target for your financial planning and does not block payments. 
• Card Limits are the strict rules that determine the maximum each card can actually spend. 

Because they are independent, your total allowed spend is determined by the sum of your card limits, not your application budget.

Example:

• Application Budget: $100 (Your plan)
• Main Card Limit: $100 (Strict control)
• Supplementary Card Limit: $100 (Strict control)

In this case, your total spend could reach $200, even though the budget is $100. To keep your forecasting accurate, we recommend updating your application budget to $200 to match the total of your card limits.

Navigate down below to see how to manage your supplementary cards:

   Create supplementary cards
   Edit existing supplementary cards
   Video guide

Create supplementary cards

Once an application has been approved in Cledara, head to the Overview tab and click on the Add new card button below the Main card.

Enter the email of the user who will use the card. At this stage, you can also optionally set up:

• Card Name: Helps you identify the specific user or purpose of the card.
• Expiry Date: Sets a date after which the card can no longer be accessible to the user. Note that this does not edit the card expiration date itself.
• Card Limit: Define a strict maximum amount this specific card can spend within a set period.

Edit existing supplementary cards

You can update a supplementary card at any time by clicking the three-dot menu next to the card. From here, you can edit:

• Card Access Expiry: Adjust how long the card remains visible and accessible for the user.
• Card Name: Update the label for the card.
• Card Limit: Change the spending restriction or frequency.
• Card Tags: Add or change tags to facilitate better spend reporting.

Video guide

Watch the video below to see how to create a supplementary card: