Organising your account
Managing your team happens in the Teams tab of your dashboard. From here, you can invite individuals or set up separate "funding pots" (subteams) for different departments.
1. How do I add team members?
Under the 'Manage my team' section, you can grant colleagues access to send gifts.
Important: Once a team member accepts your invitation, they will have access to share your main account budget. They will be able to send any gift from the marketplace using the funds available in your wallet.
Individual invites: Enter your colleague's work email address and click 'Send Invitation'.
Bulk upload: Use the 'Bulk upload team members' link to invite multiple colleagues at once via CSV.
Note: New members are added as Participants by default. To upgrade someone to Admin or Team-Viewer, please contact hello@huggg.me.
2. How do I create a subteam?
Scroll down to the 'Manage subteams' section to create separate budgets for different departments (e.g., "Marketing" vs. "HR").
Enter the Subteam name.
Enter the Email address of the subteam admin.
Click 'Create'.
You can also use the 'Bulk upload subteams' option if you are setting up many departments at once.
3. How do I transfer funds to subteams? (Add or Withdraw)
Once a subteam is created, Admins can move money between the Main Wallet and the Subteam’s pot.
To start a transfer:
Find the subteam in your list and click the three dots (⋮) at the end of the row.
Select 'Transfer funds' from the dropdown menu.
In the transfer window, you have two options:
ADD: Move money from Your Wallet into the Subteam’s pot. Use this to "top up" a department's budget.
WITHDRAW: Move money from a Subteam’s pot back into Your Wallet. Use this to recoup unspent funds.
Important: You can only transfer 'Available Balance'. If funds are currently tied to "Live" Huggg links that haven't been claimed yet, they cannot be moved until the links expire or are cancelled.
4. Setting up Reason Codes
At the bottom of the Teams page, Admins will find the Reason Codes section. These are mandatory tags that senders must select before completing a purchase (e.g., "Employee Recognition" or "Client Gift").
Note: Only users with Admin permissions can add codes or toggle the requirement settings. Participants and Team-Viewers will not see these options.
How to set them up:
Add your codes: Type a reason (e.g., "Birthday") into the box and click 'SAVE'. Repeat this for all the reasons you want to offer.
Enable requirements: Once you have added at least one code, the requirement checkboxes will appear.
Select your preference:
Require on my team: Forces everyone in your main team to pick a code.
Require on all my subteams: Forces everyone across all subteams to pick a code.
You can select both to ensure 100% reporting coverage across the whole account.
💡 Pro-Tip: Other Subteam Options
In that same three dots (⋮) menu, you can also:
Edit name: Rename the subteam.
Set sending methods: Restrict a team to only sending via Email or Link.
Delete subteam: Remove the subteam entirely (any unspent funds will stay with the parent account).
Even if you move funds into a subteam, the Account Admin can still see all transaction history for that subteam. This allows for local autonomy with central control.