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You can grant any Workspace Member the ability to access Workspace Funds for sending gifts without needing to manually or automatically transfer funds to them in advance. If you enable this feature, we recommend setting spending limits—such as total, quarterly, monthly, weekly, or per gift.
If there are no funds in the main Workspace Balance, Workspace Member purchases will not be processed. The credit card on the Workspace Administrator’s account will not be automatically charged; instead, the administrator will need to log in and add funds to the Workspace Balance.
Follow the steps below to complete the process:
1. Login to your Guusto account
2. Navigate to Workspaces
3. In the sub-menu, select Manage Funds and then the Access to Workspace Funds & Limits tab
4. From the drop-down menu in the top-left corner of the header, select your desired Workspace
5. Set any or all Workspace Members as "Access Workspace Funds" by checking the boxes
Setting Spending Limits
To set total, quarterly, monthly, weekly and per gift spending limits, enter the desired $ amount into each appropriate box. Be sure to save changes at bottom.
It is important to note that each quarter is already set as Jan-Mar, Apr-Jun, Jul-Sep, and Oct-Dec. You are not able to set your own quarters.
1. Navigate to Workspaces
2. Navigate to Manage Funds
3. Click "Access to Workspace Funds & Limits" tab
4. Set spending limits according to your preferences!