Creating a Shared Wallet in your company Workspace allows multiple users to access and manage a shared pool of funds. Shared Wallets make it easy to collaborate on company gifting, rewards, and team recognition by giving authorized users access to the same Wallet balance.

Step-by-Step Guide on How to Create a Shared Wallet in Your Company Workspace:
 

Navigate to the Wallets Page

• Click the Wallet icon or drop-down arrow in the top-right corner of the page to expand the Wallet menu.
• On the drop-down, you'll see options for your account's Wallets.

Choose a Wallet

• If you are a Workspace owner, you can create a Shared Wallet from your User's Default Wallet, Default Workspace Wallet, or any Shared Wallets you have created or have Full Access to.
   

• If you are an admin or a sender, you will only have access to create Shared Wallets from your User's Default Wallet or any Shared Wallets you have created or have Full Access to in your company Workspace.

Create a Shared Wallet

• After choosing a Wallet, click the three-dot menu to show the options.
• Click the Create Wallet button.

Fill out the Wallet Form

• Enter a name for your Wallet.
• Choose your Wallet currency (e.g., USD, GBP, EUR, etc.).
• Add or select users who should have access to the Wallet (optional).

• Click “CREATE WALLET” to finalize the setup.

Confirmation

• A confirmation message will appear once your Shared Wallet is successfully created.
• Click “ADD FUNDS” if you want to start funding the Wallet immediately.
• Click “DONE” to close the confirmation message