Activating an Elari Card and linking it to a book
Once you have received your requested Elari Cards, you need to activate and link them to a cardbook before they can be used. This article explains how to do so.
Requirements to activate a card
Before you can activate and use a card, the following requirements must be met:
- A liable card owner has been assigned.
- A book has been created to which the card can be linked.
Activating Elari Card
- Navigate to Application Management / Cash & Card / Card Management.
- Click the 'Synchronize' button at the top of the menu if the delivered cards are not yet visible in this overview.
- Assign a liable card owner.
- Click on the three dots at the end of the row of the card you wish to activate. Several options will appear, including 'Activate card'.
- Ensure that the card's number matches the one you want to activate, then click 'Activate card'.
- In the overview, the status of the activated card will now be updated to 'To link'.
- Next, you can view the card's PIN by clicking on the three dots again. If this option is slightly grayed out, it needs to be added to your rights set.
Linking Elari Card to a Cardbook
To make expenses and account for them in Elari, the card must be linked to a book. For information on creating a book, refer to this article. When a book is created, you can link the book directly by updating the card settings from the Elari Card. Additionally, you can also link a card to a book by updating it via the menu Application management / Cash & Card / Books.
After linking the card to a book, you can assign the appropriate roles to employees and load funds onto the cardbook.