To provide Team Members with budgets for sending gifts, you have 3 options:

  1. Manually transfer funds from the Team Balance to each Team Member (learn more).

    1. We recommend just using this for one-off special situations!

  2. Automatically transfer funds from the Team Balance to the Team Member Balance every month (learn more).

  3. Give users access to spend Team Funds and set individual monthly/quarterly limits (learn more).

  4. Give access to spend Team Funds and set spending limits with the Cost Centre (learn more).

    1. Your team just needs to decide formula for setting user budgets

    2. You can still track the cost center of all senders in reporting

How do I give Team Members Access to spend Team Funds?
How much spending budget should I provide Team Members?

How do I set up Cost Centres?

See all articles For Team Admins 

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