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How do I transfer funds to my subteam?

How do I transfer funds to my subteam?

Updated over 2 months ago

Helpful for local authorities hoping to designate funds to subteams (e.g schools).

The admin can add or remove funds from each subteam account.

How to add funds:

  1. Head over to 'Teams' on the left-hand sidebar.

    image - 2024-05-31T162643.450.png
  2. Scroll down to the 'Manage subteams' section and find the relevant subteam.

    Screenshot 2024-04-02 at 12.52.12.png
  3. To add funds, click on the three dots next to the relevant subteam, select 'Transfer funds' and then 'Add'.

  4. Enter the amount and click save. Once the window closes, you should see the 'available' balance change to reflect this.

    image - 2024-04-02T150956.902.png

How to remove funds:

  1. Head over to 'Teams' on the left-hand sidebar.

    image - 2024-04-02T112131.898.png
  2. Scroll down to the 'Manage subteams' section and find the relevant subteam.

  3. To remove funds, click on the three dots next to the relevant subteam, sselect 'Transfer funds' and then 'Withdraw'.

    image - 2024-04-02T153732.205.png
  4. Enter the amount and click save. Once the window closes, you should see the 'available' balance change to reflect this.

Please note: If you wish to delete a subteam, you'll need to ensure that all remaining funds are removed from their account first. Once this is done, you'll see the 'Remove' button reactivate.

For more information on how to delete users, please click here.

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