Manage your team from the Teams tab in your dashboard. You can invite colleagues, set up subteams for different departments, transfer funds between them, and add reason codes for reporting.
📋 Adding team members
Under Manage my team, you can grant colleagues access to send gifts. You have two options:
Individual invites: enter your colleague's work email address and click Send invitation.
Bulk upload: click Bulk upload team members to invite multiple colleagues at once via CSV.
Important: once a team member accepts your invitation, they have access to share your main account budget. They'll be able to send any gift from the marketplace using the funds in your wallet.
New members are added as Participants by default. To upgrade someone to Admin or Team-Viewer, see Understanding team roles and permissions.
🗂️ Creating subteams
Subteams let you create separate budgets for different departments. For example, you can keep Marketing separate from HR.
To create a subteam:
Scroll to Manage subteams in the Teams tab
Enter the subteam name and the email of the subteam admin
Click Create
You can also use Bulk upload subteams if you're setting up several departments at once.
💷 Transferring funds to subteams
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
Choose Add to move money into the subteam, or Withdraw to move unspent funds back into your wallet
Important: you can only transfer Available Balance. Funds tied to live Huggg links can't be moved until those links are claimed, expire, or are cancelled.
📊 Setting up reason codes
Reason codes are tags senders must select when sending a gift. For example: Employee Recognition, Client Gift, or Birthday. They help you categorise sends for reporting.
To set them up:
Scroll to the Reason Codes section at the bottom of the Teams tab
Type a reason into the box and click Save
Repeat for each code you want to offer
Once you have at least one code, the requirement checkboxes appear. Tick Require on my team, Require on all my subteams, or both
Only Admin users can add or edit reason codes. Participants and Team-Viewers won't see these options.
💡 Other subteam options
In the same three dots menu next to a subteam, you can also:
Edit name: rename the subteam
Set sending methods: restrict a team to sending via Email or Link only
Delete subteam: remove the subteam entirely (any unspent funds stay with the parent account). See Deleting users and subteams for the full steps
Account Admins can see all transaction history across all subteams. This gives you local autonomy with central oversight.
Still need help?
Email us at hello@huggg.me and we'll do our best to assist.