CARDEXCHANGE®
ADMIN CENTER

OPERATIONS MANUAL

Last Updated: November 30th, 2021

Manage Cost Accounts

Cost Accounts can help to create more insight of cost required to produce ID’s. When Cost accounts are when used, they can be assigned to Card Holder Profiles. This functionality will visualize and recoup the cost associated with maintaining your organizations ID badges.

Add Cost Account

To add a new Cost Account, click on the + button in the top right, indicated below.

In the box that appears on the right, fill in the name of the Cost Account, choose the Profile you want to assign it to, and provide a description. You can also set it to Active. Click on Save to save your changes, or Cancel to discard your changes, and return to the Cost Account Overiew.

Edit Cost Account

To edit an Cost Account, click on the Pencil icon to the right of the Cost Account that you would like to edit, indicated below.

Change the values to your preferences.  Click on Save to save your changes, or Cancel to discard your changes, and return to the Cost Account Overiew.

Delete Cost Account

To delete a Cost Account, click on the Red Trashcan icon to the right of the Cost Account, indicated below.

This will open a message box asking if you are sure you would like to delete the Cost Account. Click on Yes to delete the Cost Account, or click on No to cancel the delete operation, and return to the Cost Account Overview. 


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