How to Set Up Auto-Refill in Your Shared Wallet

Never let your Shared Workspace Wallet run dry. With Auto-Refill, you can automatically top up your Wallet when balances fall below a defined threshold. Simply set your trigger amount, choose your refill amount, and link a payment method. Designed for Workspace owners and admins, this feature ensures seamless fund availability for rewards, allocations, and team spending without manual top-ups.

This article includes sections:

Activating Auto-Refill Directly in Your Shared Wallet
Deactivating Auto-Refill in Your Shared Wallet

⚠️ Important Note:

Only the Wallet owner and users with “Full Access” to the Shared Wallet can make changes to its settings, including configuring Auto-Refill, Low Funds Alerts, and other Wallet management features.

Here is a step-by-step guide on how to activate the auto-refill option in a 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.

Activating Auto-Refill Directly from the Wallet Dashboard

On the Wallet's page, click the SET UP button right next to Auto-Refill.

Set Up Auto-Refill

Enter the balance threshold
- In the WHEN UNALLOCATED BALANCE GOES BELOW field, enter the dollar amount that will trigger the auto-refill.
- Example: Enter 100 to trigger a refill when your balance drops below $100 USD.
Enter the refill amount
- In the REFILL AMOUNT field, enter the dollar amount you want to be added to your balance each time auto-refill is triggered.
- Example: Enter 1000 to add $1,000 USD to your balance.
Proceed to the next step
- Once both fields are completed, the NEXT button will become active.
- Click NEXT to continue setting up auto-refill.

Choose Payment Method

Select your payment method and click "NEXT."

You can choose to enter new card details or select a saved card already linked to your account, if one is available.
If you add a new card, make sure all payment information is entered accurately before proceeding.
Click NEXT to proceed

Review and Confirm

Review your Order Details.
If everything is correct, click "CONFIRM."

Confirmation

You will receive a confirmation.
Click "DONE" to view your Wallet.

Go back to the Wallet dashboard. You will find that the Auto-Refill status has already been changed to AUTO REFILL: EDIT
A green status button will also appear, confirming that Auto-Refill has been successfully enabled.