Customer Center

Customer Center

Managing teams

A team is a way for you to separate funding accounts, team members, promotion statistics, quick send histories, transaction histories, reward histories, etc. You may find separate teams beneficial if:

  • Multiple departments within your organization need to utilize rewards.
  • Different payment methods need to be used for separate teams. 
  • You have multiple different brands to send rewards for.

How do I add additional teams?

  1. Click Create Team at the bottom of the left-hand menu.
  2. Enter the new team’s name; this can be updated later.
  3. Select the currency.
  4. Upload your logo; this can be updated later if needed.
  5. Advanced Settings:
    1. Enter any additional details and customize your colors.
  6. Select create.
  7. Once created, access all teams from the Admin View from the left hand menu..