---
title: How to update creation confirmations.
description: How to Update Creation Confirmations.
---
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November 11, 2025
# How to update creation confirmations.
#### You must have administrator privileges to update user settings. If you don’t have access, please contact your company’s Super Admin.
**Purpose:** Creation confirmations are custom messages or prompts that appear when a user tries to: Add a new payee, submit a payment to a specific payee, engage with high-risk or sensitive payees. These confirmations help enforce internal checks, warnings, or policy reminders.
1\)Log onto your account, which will take you to the dashboard;
2\) From the dashboard please go into ‘Settings’ from the menu on the left hand side, from this dropdown go to Payees;
Scroll down the page to ‘Creation Confirmation’;
3\) Select ‘Add confirmation’ and a pop out will appear on the right hand side of the screen. When you are adding a new Confirmation you will be asked for; Title/Label, Description, Optional URL/link (e.g., policy page), Visibility (determine when and where the message is shown).
#### Before you set up the new confirmation, it is important to understand the two types of Confirmation Messages;
| **Type** | **Description** | **Where It would Appear** |
| --- | --- | --- |
| **Pre-confirmation** | Message appears **before** the user completes any steps in the card creation journey. | At the beginning (e.g., a compliance check pop-up). |
| **Post-confirmation** | Message appears **after** the user has entered details, just before final submission. | On the summary screen. |
*Example*: A pre-confirmation might ask the user: *"Do you abide by all of our rules before you create the virtual card?"*
4\) Once you’ve added or edited a message, make sure to click Save. Your changes will now apply to the relevant card creation flow (pre or post-confirmation, depending on setup).
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