> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/cards/cards/set-up-card-program.md).

# Set up your card program

Answer the SMS consent form, choose a card program type and complete the card provider's application so your production can issue cards.

Before anyone can issue cards on a production, the Cards page takes you through setup: an SMS consent form, a choice of card program type and the card provider's application. Open it from **Cards** in the sidebar. Owners, Super Admins and Managers do the setup, and Department Heads can also complete the application.

{% hint style="info" %}
**Cards** appears in the sidebar only if your production uses RollCredits cards. If your company is on the Stripe card program, answer the SMS consent form below, then see [Manage Stripe cards](/cards/cards/stripe-cards.md) for onboarding. If your company's card program is shared across its productions, the card application described here opens on the Cards page. If it isn't, the card provider's own app opens inside the Cards page once the card account is created. See [Manage cards](/cards/cards.md).
{% endhint %}

## Who does each step

| Step                                                 | Who can do it                                |
| ---------------------------------------------------- | -------------------------------------------- |
| Answer the SMS consent form                          | Owner, Super Admin, Manager                  |
| Choose a card program type                           | Owner, Super Admin, Manager                  |
| Complete the card application (shared card programs) | Owner, Super Admin, Manager, Department Head |

Until the consent form is answered, everyone else who opens Cards sees "Your team's card program has not yet been set up. Please contact your team admin to get started."

## Answer the SMS consent form

Until someone answers it, Owners, Super Admins and Managers who open Cards on a production see the SMS consent form. Its text explains that:

* Your team's phone numbers are used only to send reminders to upload receipts.
* How often messages are sent varies, and standard message and data rates may apply.
* You and your team members can opt out at any time by replying STOP.

To answer it:

1. Select **Cards** in the sidebar.
2. Read the consent text.
3. Choose **The production team AGREES to the above terms and conditions** or **The production team does NOT AGREE to the above terms and conditions**.
4. Select **Continue**.

You see "SMS consent status updated successfully", and Cards moves on to the next step.

* Either answer lets you continue. If you don't agree, your team can still use cards, but nobody gets text reminders to upload receipts.
* The form doesn't come back once it's answered, so check your choice before you select **Continue**.
* Each production answers the form once, even when your company's card program is already set up.

## Choose a card program type

If the production has no card program yet, Cards then shows the **Card Program Type** form. Only Owners, Super Admins and Managers can submit it. If you have another role, ask one of them to set up the card program.

The note at the top of the form describes each type:

* **Pre-Funded**: your card program balance is tied to the balance of a dedicated custodial bank account managed by RollCredits' banking partner. You can fund that account however you like, or link your external bank account to pull funds in the app.
* **Credit**: your card program balance is a credit limit, and you pay down the outstanding balance once a month. You must link an external bank account, which the credit card partner reviews when you apply for a credit limit.
* **No Cards**: you only want to send payments in RollCredits, without using any P-Cards.

To choose one:

1. In **Card Program Type**, choose **Pre-Funded**, **Credit** or **No Cards**. **Pre-Funded** is selected to start.
2. Select **Submit**.

You see "Successfully created card account". If your company's card program is shared across its productions, the card provider's application opens next. If it isn't, the card provider's own app opens inside the Cards page.

{% hint style="info" %}
If your company's card program is shared across its productions, you submit this form once for the company. Other productions skip it, and every production spends from the same card program balance. To cap what one production's cards can spend, see [Set a production spend limit](/cards/cards/production-spend-limit.md).
{% endhint %}

If your company's payments run through the card provider, the same **Card Program Type** form also appears on **Company > Bank Account** until it's submitted. You only need to submit it once. See [Link your company bank account](/company/bank-account.md).

## Complete the card application

If your company's card program is shared across its productions, Owners, Super Admins, Managers and Department Heads see the card provider's application on the Cards page once the card account is created.

1. Select **Cards** in the sidebar.
2. Follow the steps in the application.

When you finish, you see "Onboarding complete".

Cards keeps showing the application until the card provider approves your account. After it's approved, the page shows the production's cards, and you can start issuing cards. Owners and Super Admins also see the company's card account at the top. See [Manage cards](/cards/cards.md) and [Issue a card](/cards/cards/issue-cards.md).

Cast and Crew and Card Holders don't see the application. Their Cards page shows only their own cards, or **No Card Assigned Yet** until someone gives them one. See [Use your card](/cards/cards/your-card.md).

## If your account is closed

If your company's card account has been closed, Owners, Super Admins, Managers and Department Heads see **Account Closed** on the Cards page instead of the application. The account can no longer be used to pay invoices or for P-Cards. If you think this is a mistake, contact <help@rollcredits.io>.


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