Keep your team funded and productive with simple Workspace points allocation. Workspace owners can easily distribute unallocated points to team members, ensuring everyone has the funds they need to complete tasks. With just a few clicks, you can allocate points, track balances, and maintain full visibility of how company Workspace points are distributed across your organization.
⚠️Important Note
Allocating funds from the Default Workspace Points Wallet is only available to the Workspace owner.
Unallocated funds appear in the Default Workspace Points Wallet when:
A member with a remaining balance is removed from the Workspace
The owner manually requests that funds be added to the Points Wallet
Step-by-Step Guide: Allocating Funds in the Default Workspace Points 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.
- On the drop-down, you'll see options for your account's Wallets.
- Under TOTAL FUNDS, click on your Default Workspace Points Wallet
💡 Note: The owner's default Workspace Points Wallet is where unallocated points are stored for redistribution among your Workspace users.
Initiate Fund Allocation
- On the Default Workspace Points Wallet page, click ALLOCATE FUNDS under the Unallocated Stadium Points section.
Select Users
- Use the search bar to locate specific email addresses.
- Tick the checkboxes for the users who need funds.
- Click NEXT to proceed
Enter Allocated Amount
- Check your current balance to ensure the amount does not exceed the remaining funds.
- Enter the allocation amount for each selected user.
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Add a note for tracking purposes (e.g., the reason for allocation, name of admin who processed the allocation, etc.).
(Adding a note is optional but highly suggested if you wish to track who allocated the amount, for what reason, or any other necessary details needed for this allocation)
- Click NEXT to proceed
Review Your Allocation
- Review the allocation details.
- Click ALLOCATE POINTS to finalize the transfer.
Confirmation
- A confirmation message will display a summary of the allocation.
- Click SHOW ALL to see a list of users who received funds.
- Click DONE to close the window.
Checking Updated Balance
After confirming the allocation:
- You will be redirected to the Points Wallet page.
- The remaining balance will be displayed at the top.
- Under Points Wallet Users, you’ll see the newly allocated amounts for each user.
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