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You can give any Workspace Member the ability to Access Workspace Funds for sending 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 Workspace Balance, Workspace Member purchases will not go through (the credit card on the Workspace Administrator account would not be automatically charged, they would have to login and add funds to the Workspace Balance).
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. In the drop-down menu in 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 as you choose