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Using Team Accounts
Using Team Accounts

How to invite other users to your Team Account, run reports on team members, and transfer funds between accounts

Andrew Flaro avatar
Written by Andrew Flaro
Updated over 2 months ago

Team Accounts are not turned on by default so if you would like more information or have the feature activated for your team, reach out to support@giftbit.com.


In this article, we’ll go through the main Team Accounts' settings and features:

  1. Roles and Permissions

  2. Adding and Managing Team Members

  3. Transferring Funds

  4. Running Reports


Team Roles

  1. Team Owner

    • Access to all features in a Team Account

  2. Admins

    • Has access to reporting for one or more team members

    • Can have access inviting new users

    • Can have access to Transfer Credits

  3. Users

    • Has reporting only for their account

    • Can buy, send and manage their own offers

Adding and Managing Team Members

  1. On the left hand menu, select Team Management

  2. From here click +Invite Team Member in the top right and enter their email. An invite will then be sent out to them.

  3. Once accepted you can manage their permissions in the team account by assigning them the role of Admin, or User.

  4. Any changes you make, be sure to click Save to keep those settings.

  5. You can also suspend an account if they no longer need access to the account.

    • You can follow the same steps to re-enable them as well

Transferring Funds

Being Team Owner or Admin (with the proper permissions granted) allows you transfer funds to other members of your team. This can help keep all funds in one place until they are needed for a campaign.

  1. On the main dashboard you will see account balances for all accounts. To transfer funds, find the correct team member and click Transfer Credits

    • If you send in both CAD and USD, make sure you select the correct currency tab that you want to transfer

  2. Put in the amount of credits you want to send, double check the From and To are correct then click Transfer Credits to send them

    • You can change the From and To to also pull credits back to your account.

Running Reports

Reports in a team account stay exactly the same as a regular account with one specific change. Team Owners and Admins can run reports to include as many team members in their report as they would like.

💡 Make sure you select the team members whose activity you want to include in your report

For further information on running reports, check out Reporting for more info.

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