Ensure control and oversight of higher-value gift redemptions by setting gift thresholds that require Admin approval. Whether you want tighter budget controls or accountability for larger gifts, this guide walks you through how to configure those approval limits—either individually per team member or across your entire team.
It only takes a few clicks—here’s how you can set it up:
1. Navigate to Teams
2. Select Manage Members > Manage Funds
3. In the drop-down menu at the top left of the page, select your desired workspace
OPTION 1: Set individual gift values
1. Enter the preferred gift value under 'Gift Value Requires Approval' within the individual Team member line
2. Scroll to the top of the page and select Save Changes
OPTION 2: Apply common gift value to selected or all members
1. To apply to all click Apply to All
2. On the pop up menu, enter the desired gift value in the 'Requires Approval' field and click Apply
Once this value has been established, the Team admin will receive an email notification every time a gift of that value or above has been sent. The admin must then approve the gift before it can be sent to the recipient.