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Different balances you'll see on your account

Admins: What is the difference between Member Balance and Workspace Balance?

This article guides Workspace Admins through transferring funds between the Workspace balance and individual member balances

How do I transfer funds to/from Workspace Members?

How do I fund my Workspace?

How do I set up Cost Centres?

How do I transfer funds between my Workspaces?

How do I check my Workspace Balance?

How do I provide a budget to Workspace Members for sending gifts?

How do I give Workspace Members access to spend Workspace Funds?

How much spending budget should I provide Workspace Members?

Tips for encouraging Workspace Members to use their available funds effectively

How to remind Workspace Members to use their available Account Funds

How do I set up recurring fund transfers for my Workspace members?

What should I do if my ZIP/Postal Code fails verification?

Noah Reid

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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