Team Budgets

Budgets function as your virtual wallet that can be pre-funded using payment methods. Every team member will have a personal budget that can not be deleted. Team members can add money to their shared and personal budgets and move money between them.

1. Accessing Team Budgets

1. In order to manage budgets for your team, hover over Account in the main navigation, and click on Budgets. Here you will see a list comprised of the budgets allocated to your entire team, and to the individuals on your team, depending on your account type and access.

Personal accounts will be listed as team budgets on this page as well. These budgets are indicated as such in the naming convention, with the number of users to which the budget is available, which is one (1), in parenthesis. 

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2. Managing Multiple Budgets

If you manage budgets for more than one team, a drop-down menu will be available under the header whereby you can navigate between teams.

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3. Using Budget Management Tools 

1. Click the gear icon on the right-hand side of each row to manage the relative budget. Actions include adding funds, transferring funds, removing funds, editing the budget, or freezing budgets. The actions available to you may differ depending on your account type. 

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4. Creating a New Budget

1. Scroll to the bottom of the Manage Your Budgets page. 
2. Use the fields below Create a new budget to set up new budgets for your team or for specific projects.