Team accounts allows organizations to connect multiple Giftbit accounts together, enabling the ability to transfer funds between accounts and run reports that can include data from others on the team.
Team accounts do not share contacts, templates, or order information (outside of reports) across to each other. This information is only available in the account where they are created.
This article covers:
💡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.
Team management
Adding teammates
Once you have team accounts activated for your account, you can invite teammates to connect their Giftbit account with yours. By default, the account given first access to team accounts is considered the team owner.
Click Team Management on the left menu.
Click +Invite Team member in the top right and enter their email. An invite will then be sent to them.
If a teammate does not have a Giftbit account associated with their email, they will be asked to create one.
Once accepted, you can then change their role to grant specific permissions.
Managing team roles
Accounts associated with a team can be given access to specific team account features or have their account deactivated by the team owner. There are four roles a team member can fall into detailed below:
Team Owner: Access to all team account features and can suspend other accounts. Only role that can set team permissions.
Admin: Can be given access to three team account features. You can allow for just one, two, or all three to be activated for them.
Reporting: Run reports to include data from other accounts on the team.
Invite Users: Invite new team members.
Transfer credits: Transfer credits to or from their account.
Transfers can only take place between the current user and one other account.
Users: Has access to basic Giftbit features and cannot access data from other accounts or initiate a transfer of funds.
Suspended: Turns off the ability to log into the Giftbit account.
To assign a role, click Team Management on the left menu and then click the team member whose role you would like to change. By default, a new invitee will be given the "User" role.
If a team member is no longer with the organization, you can make use of "Deactivate team member's account" in the top right. This will suspend the account and disable the ability for that user to log in.
Transferring credits to teammates
If you are the Team Owner or an Admin with the transfer credits permission, you are able to transfer credits in or out of your account. Teams often use this to keep all initial funding in one account and will transfer funds out to team members as needed.
On the main dashboard you will see your balance by default, and have access to a "Team Balances" tab as well. To transfer funds, find the correct team member in the team balances tab and click Transfer Credits.
If your team sends in a variety of currencies, make sure you select the correct currency tab that you want to transfer.
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.
Funds can only be transferred to or from the account you are logged into. You cannot transfer funds between two other team members.
Here, you can see all the balances of your team, as well as the value of any pending orders that your team has. If you transfer funds to the team members account with a pending order, those orders will be released and rewards sent.
If your team sends in a variety of currencies, additional currency options will be selectable along the top of the team balances.
💡Team members can enable other team members to receive low balance notifications for their account, in addition to themselves. This is great if one account is in charge of transferring funds for team members. Information to set up the notifications can be found here.
Running team reports
Running a report for a team account follows the exact same process as a regular report, except you can now select additional team members to have data from their account included.
Information on running reports and the different types can be found here.
Related Articles
Funding your Giftbit account: Information on options for funding your Giftbit account
Reporting: Details on running reports, and the different reporting options.
Low balance notification: How to set up low balance notifications for yourself or other team members.