This guide is for team members and admins who have received an email notification about allocated funds and need to confirm and access those funds in their Team Member wallet. Whether you’re a team member checking for a recent fund allocation or an admin managing multiple team accounts, this article provides step-by-step instructions to help you confirm, view, and track your allocated funds effortlessly. You'll also learn how to navigate the Team Wallet dashboard, view your transaction history, and switch between multiple team accounts if applicable.
Step-by-Step Guide to Confirming Allocated Funds
Check Your Email Notification
- As a team member, you will receive an email notification when your admin allocates funds to your account's Team Member wallet.
Access Your Team Member Wallet
- Open the email and click the “GO TO WALLET” button to be taken directly to your Team Wallet dashboard.
- You will then be prompted to the Team Wallet dashboard where you received the funds.
- If you’re an admin, you’ll see the allocated funds for each team member.
- If you’re a team member, you’ll only see the funds allocated specifically to your account.
View Your Wallet History
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Once in your Team Wallet, scroll down to the "Wallet History" section. Here, you can view a list of past transactions, including transaction dates and amounts.
Alternative Way to Access Your Team Wallet
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You can also access your Team Wallet from your account by clicking the drop-down arrow next to your name then select “My Teams” from the menu.
Navigating Multiple Teams (if applicable)
- If you belong to multiple teams, you’ll see tabs for each one. You can switch between them to view the corresponding Team Wallet.
- If you’re part of a single team, you’ll directly see the Teams dashboard, which lists members and their roles.
- To view your allocated funds, click the “GO TO WALLET” link from the Teams dashboard.
- This will take you to your Team Member wallet, where you can manage your funds and track transactions.
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