Never get caught off guard by a low Wallet balance. With Low Balance Alerts for your User's Default Wallet, you’ll receive automatic email notifications when your allocated balance drops below your chosen threshold.

Whether you’re managing rewards, sending gifts, or using workspace funds, proactive alerts help you avoid interruptions and stay in control of your spending. Simple to set up. Easy to manage. Built for smooth Wallet management inside your Company Workspace.

This article includes sections:

• Activating Low Funds Notification from the User's Default Wallet Page
• Deactivating Low Funds Notification from the User's Default Wallet Page

Here is a step-by-step guide on how to activate the Low Funds Notification in Your Company Workspace User 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 Wallet Setup Behaviour
 

Company Workspace Owners

• Any changes made in the owner’s User Default Wallet will also apply to the Default Workspace Wallet.

• If an owner enables Low Funds Notification in their User Default Wallet, Low Funds Notification is automatically enabled for the Default Workspace Wallet.

Admins, Senders, and Members:

• Changes made in their User Default Wallet do not affect the Default Workspace Wallet.

• Enabling Low Funds Notifications in their User Default Wallet will only apply to their own wallet.

Activating Low Funds Notification from the User's Default Wallet

Initiate Activation

• On the User's Default Wallet's page, click the SET UP button right next to Low Funds Alerts.

Setting Up Low Funds Alerts

Low Funds Alerts notify you by email when balances drop below a set amount. 

Allocated Balance Alert

This option notifies you when your allocated balance drops below a defined amount.

1. Enter the dollar amount in the NOTIFY WHEN ALLOCATED BALANCE IS BELOW field.

   • Example: Enter 20 USD to receive an alert when the allocated balance is low.

2. An email notification will be sent when the balance falls below the entered amount.

Save or Cancel

• Click SAVE to apply your Low Funds Alert settings.

• Click CANCEL to exit without saving any changes.

Confirmation

• A confirmation message will show, and you will be routed back to your Wallet dashboard. 
• You will find that the Low Funds Alerts status has already been changed to LOW FUNDS ALERTS: EDIT 
• A green status button will also appear, confirming that  Low Funds Alerts has been successfully enabled.

Individual/User's Wallet View

 

Company Workspace Owners View:

⚠️ Important: When activating Low Funds Notifications from the Owner’s User Default Wallet, only the Allocated Balance Alert for that specific owner account will be enabled.

This action does not automatically activate other Low Funds Alert options available in the Default Workspace Wallet.

If you need to configure additional alerts, they must be set up separately within the Default Workspace Wallet settings.

 

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Deactivating Low Funds Notification from the User's Default Wallet

Initiate Deactivation

• In your User's Default Wallet Dashboard, click the EDIT button in the Low Funds Alerts section.

• Click on REMOVE NOTIFICATION.

• Once done, a confirmation will show, and the status of the Low Funds Alerts will change to SET UP.

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