To access the Manage Members page: 

1. Navigate to Teams in the left sidebar menu

2. From the sub navigation menu, select Manage Members

If you are a Team Admin, you can view and edit the following information about your Team Members: 

Active - Member is allowed to see and use their team member account to make purchases. If inactive, members would still be able to see old gifts they sent using team funds. 

Rights - Set the access level for each Team Member. (learn more)

Public - Set members as Public if you wish for their sent gifts and nominations to appear in the Dashboard Activity Feed of other team members. It's a great way to keep all team members in the loop on recognitions. (learn more)

Access to Team Funds - Member is allowed to spend Team Funds freely without requiring a pre-transfer of funds to their Available Balance. Anytime they make a purchase, the system will automatically transfer them the funds they need. This saves your admin time managing advance transfers, but we recommend setting spending limits.

However, if there are insufficient funds in the team account or the member has passed any of their spending limits, the purchase will not go through, and the team administrator is notified so they can take any necessary action. (learn more)

Total Spend Limit - Maximum amount the member can access of Team Funds for all time (blank indicates no limit). This does not include amounts you manually transfer to the member.

Note that a blank cell indicates "no limit", while a zero "0" indicates that the member is not allowed to spend anything. And below each limit setting, you can see the amount the member has spent. (learn more)

Quarterly Spend Limit - Maximum amount the member can spend per quarter (blank indicates no limit). Note: the quarters are pre-set as Jan-Mar, Apr-Jun, Jul-Sep, Oct-Dec and cannot be changed. These are calendar months, and if members do not spend their budget, their limit does not increase the following month. As such, setting limit helps drive regular engagement.

Monthly Spend Limit - Maximum amount the member can spend per month (blank indicates no limit). Note: that these are calendar months, and if members do not spend their budget, their limit does not increase the following month. As such, setting limit helps drive regular engagement. (learn more)

Weekly Spend Limit - Maximum amount the member can spend per week (blank indicates no limit). Note that these are calendar weeks (Sunday-Saturday), and if members do not spend their budget, their limit does not increase the following week. As such, setting limit helps drive regular engagement. (learn more)

Per Gift Limit - Maximum amount the member can spend per gift (blank indicates no limit). Can help to ensure members send more gifts with the same amount of allocated funds. (learn more)

Gift Value Requires Approval - Minimum gift $ amount required for the gift to need to be approved by the Team Admin before sending. (learn more)

Delete - Members can only be deleted if they have no transaction history. However, you can always make members inactive. (learn more)

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