Looking for how to add users to your Shared Wallet? This guide explains how to invite team members to your Shared Wallet, add users by email or CSV upload, assign Wallet roles, and manage Shared Wallet permissions inside your Company Workspace. If you need to give employees access to a Shared  Wallet for rewards, budget allocation, or spending management, follow this step-by-step tutorial to quickly add users to your Shared Wallet.
 

This article includes sections

• Adding Wallet Users
  • Adding Wallet Contacts via Integration
  • Adding Wallet Contacts Manually
  • Adding Wallet Contacts via CSV Upload

Here is a step-by-step guide to adding more users to your Shared  Wallet:

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.
• Under CUSTOM WALLETS, you'll see options for your Shared Wallets.
•  Select the Shared Wallet you wish to manage.

Initiate Adding New Users

• Click on the ADD USERS button.

ADDING WALLET USERS
 

Option 1: Adding Contacts via Integration

Integrate With Your HRIS Platform

•  If your Workspace supports integration, click “Manage Contacts” to sync users automatically by integrating your HRIS platform. 
• Follow the complete steps in this article 👉 Adding Contacts via Integration 
• Once the new contacts are synced, you can go back to this page and proceed to select users.

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Proceed to Selecting Users ↓

Option 2: Adding Contacts Manually

Initiate Adding Contacts

• Click on the INPUT EMAILS button to initiate the process

Enter User Emails

• By default, you'll land on the INPUT EMAIL option.
• Enter the emails of the new users.

Assign Workspace/Wallet Role

• Use the dropdown next to "These contacts will be added to Stadium Workspace as:"  to assign a Workspace role.

• If multiple users should have the same role (e.g., Admin), you can assign roles in bulk.

• If you need different roles, assign users as Senders temporarily, then update their roles later from the Contacts page.

To learn more about updating roles and permissions, refer to the👉 Managing Permissions article 

• Click ADD CONTACTS to save.

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Proceed to Selecting Users ↓

Option 3: Adding Contacts via CSV Upload

Initiate Adding Contacts

• Click on ADD BY CSV.

Download Template

• Click on UPLOAD CSV
• Click Download Template to fill out the CSV sheet.

Fill out the CSV file

• Complete all columns in the CSV file with the required user details.

• Assign roles in Column Z.

• Ensure that you only assign the roles Sender or Admin so users can be added to your Wallet.

Upload CSV File

• Return to the Contacts page and click SEARCH LOCAL DEVICE to upload.
   

• (Optional) Check the box for Let CSV contacts overwrite existing contacts (excluding contacts synced via HRIS if you want updates to replace current records.
   

• If roles were not specified on the CSV sheet, click the drop-down arrow in the Select a Role box and assign a designated role for the new users.
   
• Click on ADD USERS to save changes

Select Users

• If a user already exists in your contact list or has been successfully added, simply select their email to add them.

• Use the search bar or filter options to quickly locate specific emails.

• Once the email address(es) of the users are added or selected, click on the ADD USER button to proceed.

Confirmation

• Once added, you will be redirected to your Shared Wallet.
• A confirmation message will appear at the top right, and the user will now be listed under the Wallet Users section.

Related Articles:

✨How to Change User Access in a Shared Wallet

✨ How To Remove Users From Your Shared Wallet 

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