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How to remind Workspace Members to use their available Account Funds

Tips for encouraging Workspace Members to use their available funds effectively

Written by Noah Reid

1. Navigate to Workspaces > Manage Funds > Member Balances

2. Select your desired Workspace from the drop down-menu at the top of the page.

 

3. To apply the action to specific members, check the box next to each desired member and click Apply to Selected. To apply it to everyone, click Apply to All.

4. From the pop-up menu, choose Send Reminder to Use Balance to encourage members to spend their available funds.

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