ADDING & MANAGING FUNDING GROUPS

ADDING & MANAGING FUNDING GROUPS

RewardsVault provides access to Add and Manage Funding Groups with only a few steps!

In cases where you may need separate payment methods for separate accounts, this is THE BEST solution!

It’s as simple as entering the Funding Group information and clicking submit!

ADDING FUNDING GROUPS

Step 1


From the dashboard, navigate to the Admin Console.


Step 2


From the Funding Groups tab select ‘Add Funding Group’.


Step 3


In the pop-up enter the new Funding Group Name, select the Currency Type from the drop down and click ‘Add Funding Group’.


Step 4


Success! The funding group has been added.

To add Accounts to the new Funding Group, navigate to the Accounts tab in the Admin Console and edit the Accounts you would like in the new Funding Group.

MANAGING FUNDING GROUPS

Step 1


From the Admin Console, select the black arrow to the right of the Funding Group you would like to edit.


Step 2


From the pop-up you can edit the Funding Group Name. Update the Funding Group name and select Save.


Step 3


Success! The Funding Group name has been updated.

Need to add a new User to help you manage your Accounts?