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How do I assign card owners?

Updated this week

Overview

You can easily assign each of your cards to a specific cardholder. This ensures the right person receives notifications about card activity, such as reminders to upload a missing receipt. You can assign an owner when creating a new card or update the owner of an existing card.


How do I assign a card owner to a new card?

  1. Log in to your Juni account

  2. Go to Money > Cards

  3. Click on Add a card in the top-right corner

  4. Select the card owner from the drop-down menu

If you want to assign the card to a team member who isn't already in Juni, you can click on + Invite team member

How to assign a card owner to an existing card?

  1. Log in to your Juni account

  2. Go to Money > Cards

  3. Select the card you want to update, this will open the card details on the side panel

  4. Under Card owner, click the three dots and select Reassign

  5. Select the new card owner from the drop-down menu

  6. Click Update to save your changes

Changing the card owner will not alter the current cardholder details. You can’t change the cardholder of a card. The only way to change the cardholder of a card is to create a new card.


Frequently Asked Questions

I want to change the cardholder on an existing card. How do I do that?

You cannot change the cardholder on an existing card. The only way to change the cardholder is to create a new card.

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