As a Workspace Admin, you have the ability to move funds between your Workspace balance and individual member balances. This can be helpful when you want to credit members with additional funds to send gifts.
Follow the steps below to transfer funds manually:
1. Navigate to Workspaces
2. In the sub-menu, select Manage Funds
3. On the top left of the page, select your desired Workspace from the drop-down menu
4. On the "Manage Funds" page, choose Member Balances
5. In the Transfer Funds column, enter the amount of money you would like to transfer to the selected Workspace Member from the Workspace Balance
Note: Use a minus sign "-" to transfer funds from the Workspace Member's Available Balance back to the Workspace Balance.
6. After the transfers have been entered, click Confirm Transfer at the top of the page.
Automatically transfer funds
Click here to learn how to set up monthly recurring fund transfers.