š¤ Who is this for? Enterprise Admin role
If you're an admin on an ezCater Enterprise account, you can make ordering easier for your team by managing shared delivery addresses and shared credit cards.
Shared delivery addresses help employees choose from pre-approved locations when placing orders, while shared credit cards let you make a company payment method available to specific users or everyone on the account.
Add a shared delivery address
Shared delivery addresses let you create pre-defined delivery locations and instructions for employees to use. This helps your team save time by avoiding manual entry and reduces delivery errors by ensuring everyone uses consistent location details.
Go to the Admin Portal Settings tab
Select Create delivery address
Enter the required fields, including the address name, street address, city, state, and zip code
Save the address
Add a shared payment method
Admins can share credit cards with specific users or with everyone on the account. Supported shared card types include P-cards, credit cards, ghost cards, and debit cards.
Go to Payment methods in the navigation dropdown
Select Share on the card you want to make available to others
Add the specific people who should have access, or choose to share with everyone on the account
Select Save changes
Helpful tips
Only users in the Admin role can share credit cards
Only the card owner can set a card as their default and share it
Users who receive a shared card cannot set that card as their default payment method