You can give any Team Member the ability to Access Team Funds for buying gifts, without needing to manually or automatically transfer them funds in advance. If enabled, we recommend setting some spending limits (Total, Quarterly, Monthly, Weekly or Per Gift).

If there are no funds in the main Team Balance, Team Member purchases will not go through (the credit card on the Team Administrator account would not be automatically charged, they would have to login and add funds to the Team Balance).

1. Login to your Guusto account

2. Navigate to Teams

3. In the sub-menu, select Manage Members

4. In the drop-down menu in the header, select your desired Team

5. Set any or all Team Members as "Access Team 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 Teams

2. Navigate to Manage Funds

3. Click "Access to Team Funds"

4. Set spending limits as you choose

TIP for team admins:

In order for you to always see the full team balance that you have access to when you order gifts, set a very high total spending limit (e.g. 1,000,000) for yourself, so that the balance left on the team displays like this:

Otherwise, the balance will display as "undisclosed":

How do I transfer funds to/from Team Members?
How do I set up recurring fund transfers for my Team Members?
How do I set a gift value that requires Admin approval?

See all articles For Team Admins

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