How to Set Up Auto Refill for Your Default Wallets in a Company Workspace

Running out of Wallet funds in the middle of sending rewards or placing orders can slow everything down. With Auto-Refill in your Default Workspace Wallet or User Default Wallet, your Wallet automatically tops up when it reaches a set balance threshold, so your campaigns, gifts, and rewards continue without interruption.

Set your trigger amount, choose your refill value, and securely connect your payment method in minutes. It’s a simple way to automate funding, avoid delays, and keep your team moving.

This article includes sections:

Activating Auto-Refill in Your User's Default Wallet Page
Deactivating Auto-Refill in Your User's Default Wallet Page

Here Is a Step-By-Step Guide on How to Activate the Auto-Refill Option in The Default Workspace Wallet

Navigate to the Wallets Page

Follow these steps to access your Individual Wallet/ User Default Wallet:

Click the Wallet icon or drop-down arrow in the top-right corner of the page to expand the Wallet menu.
Under YOUR FUNDS, you'll see options for your Individual Wallets.
Select the User Default Wallet to view your available balance and Wallet history.

User's Wallet Setup Behaviour

Company Workspace Owners

Any changes made in the owner’s User's Default Wallet also apply to the Default Workspace Wallet.
If an owner enables Auto-Refill in their User Default Wallet, Auto-Refill is automatically enabled for the Default Workspace Wallet.

Admins, Senders, and Members:

Changes made in their User Wallet do not affect the Default Workspace Wallet.
Enabling Auto-Refill in their user Wallet will only apply to their own Wallet.

Activating Auto-Refill in the User's Default Wallet Page

Initiate Activation

On the User's Default Wallet 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.

Individual/User's Wallet View