> 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/reconciliation/assign-cards.md).

# Assign cards to team members

Link the cardholder names on your card statements to team members so they can reconcile that card's rows.

Use Assign Cards to link each cardholder name from your card statements to the team members who reconcile that card. Open it from **Reconciliation > Assign Cards** in the sidebar, which shows it to Owners, Super Admins and Managers.

{% hint style="info" %}
If your company uses Reconciliation, **Assign Cards** is under **Reconciliation** in the sidebar.
{% endhint %}

## How the list fills in

The page shows one card for each cardholder name, headed **Cardholder:** and the name, in alphabetical order. The names come from your card statements: each name on a statement row that isn't matched yet, plus any name that already has someone assigned.

If there are no names yet, the page shows "No cardholders found. Please upload a card statement to view and assign cardholders." To add statements, see [Upload card statements](/reconciliation/matching/upload-statements.md).

Assignments apply to your whole company, like statements do, so you see the same names on every production.

## Assign a team member

1. Find the **Cardholder:** card for the name.
2. Select **Add User**. An empty field appears on the card.
3. Select the field and choose a team member. You can type to search.

The assignment saves as soon as you choose someone. There's no Save button.

* To assign more people to the same name, select **Add User** again.
* A team member can be assigned to as many cardholder names as you need.
* The list shows the people on the current production's team, by name, or by email if they have no name. People already assigned to that name aren't offered again.

## Remove a team member

1. On the **Cardholder:** card, find the person's field.
2. Select the trash button next to it.

The removal takes effect right away, with no confirmation step. Clearing the field doesn't remove the person, so use the trash button.

{% hint style="warning" %}
If someone who isn't on this production is assigned to a name, their field is blank here. Selecting its trash button still removes their assignment for the whole company.
{% endhint %}

## What an assignment does

A Department Head, Cast and Crew member or Card Holder assigned to a cardholder name can view and reconcile that cardholder's statement rows on Reconciliation, as described in [Reconcile your own card transactions](/reconciliation/matching/reconcile-your-card.md). Payroll Crew and Payroll Agents can't open Reconciliation, so an assignment gives them nothing.

The statement doesn't have to print the name exactly. Capital letters and punctuation don't matter, and initials count, so a person assigned to Jane Smith also sees rows printed as JANE SMITH or J. Smith.

Owners, Super Admins and Managers already see every cardholder's rows on [**Reconciliation > Matching**](/reconciliation/matching.md), so they don't need to be assigned.


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