Cards configurations

When creating your Clara card, you can define the following settings:

1. Alias
2. Credit limit
3. Categories where it can be used
4. Days of use
5. Activity period
6. Daily limit for ATM withdrawals

Below, we explain each setting in detail.

1. Alias: This is the name you can assign to each of your cards to identify them in the platform or app. This alias will not be printed on your physical cards.

2. Credit limit: This corresponds to the available spending limit on the card. You can choose whether the limit is applied monthly or daily.

3. Categories where it can be used:  You can choose to allow your card to be accepted only at certain merchants. There are three options:
   • Anywhere: Your card can be used at all locations.
   • Only some places: Your card can be used only in the selected categories.
   • Restrict some places: Your card cannot be used in the selected categories.

At the end of this article, we share an image detailing the available categories.

4. Days of Use: You can select which days of the week the card can be used.

5. Activity Period: You can specify dates during which the card can be used.

• If it is a virtual card, you can also choose what happens once the selected period ends:
  • Block the card – You will be able to reactivate it later via the web.
  • Delete the card – The card cannot be used again after this period.
• If it is physical card, it will automatically be blocked after the period ends, but you will be able to reactivate it at any time.

6. Daily limit for ATM Withdrawals: This setting is only available for physical cards. You can define the maximum daily amount that can be withdrawn using the card.
   • If you do not want cash withdrawals to be possible, you can set the limit to zero.

All the selected settings will be displayed in the summary on the right when creating or editing your card:

How can I modify a card’s settings?

There are two ways to configure a card:

1. At the time of creation: when creating a new card, the platform will allow you to set all these options.

2. Editing an existing card: if the card has already been created, follow these steps:

1. Go to the cards section
2. Click on the desired card
3. Click on actions
4. Click on edit card
5. Modify the desired settings

Which roles can modify a card’s settings?

Only users with an administrator role can make modifications.

Can a card be configured to prevent atm withdrawals?

Yes, if desired, you can set the card’s withdrawal limit to $0 mxn to prevent cash withdrawals.

Can multiple cards be modified at the same time?

At the moment, no. Each card must be configured individually.