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Issuing and managing cards of team members

How to issue and edit the cards of my team members

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Written by Emily

As a team manager you can only see and manage the cards belonging to your team members that have been assigned to one of your teams. Other cards of the team members belonging to another team cannot be viewed.

You can view the cards by clicking on a team member in the "Teams" page and then clicking on a specific card displayed in the member details screen. You can take the following actions with respect to the cards of your team members:

  • Change the limits of the card within the team permissions set by an owner or admin

  • Change the card label (for virtual cards)

  • Change the team assignment of the card; note that you can only switch to one of the other teams you manage, but you may not un-assign a card from your team

  • Terminate a card

You can also issue new cards for your team members within the permissions set by an owner or admin. To issue a new card, follow these steps:

  1. Click on a member in the "Members" page.

  2. Click on the edit menu and select "Issue new card".

  3. Select the card type.

  4. Enter the card details. Note that you always need to assign the card to one of the teams the member belongs to that you manage.

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