How can I update the company gifting wallet budgets?

You can update the budget's settings or the users added to it at any time.

How to update the budget's settings?

  1. Go to the Company gifting wallet page
  2. Click Manage on the budget you want to change

    Managing a budget
  3. Click Edit next to Budget details

    Editing a budget
  4. Update the Budget total, Single transaction limit, or Allowance cycle
  5. Save your changes

How to add or remove users from a budget?

  1. Open the budget from the Company gifting wallet page
  2. To add someone, use Add users and select them
  3. To remove someone, click Remove next to their name
Users can only belong to 1 budget at a time. Adding someone who’s already on a different budget will move them to the selected one.
Users management
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