ADDING & MANAGING FUNDING GROUPS

RewardsVault provides access to Add and Manage Funding Groups with only a few steps.
It’s as simple 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 Admin Console, navigate to the Funding Groups tab.





Step 3

Select Add Funding Group.





Step 4

In the pop-up enter the new Funding Group Name and select the Currency Type from the drop down.





Step 5

Select Add Funding Group.





Step 6

Success! The funding group has been added. Please note: 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.


Second Option



Step 1

If you are Adding a New Account (link to add new account page) you can simply add the new Funding Group at the same time! From the Add Account pop-up select the Add New Groups hyperlink.






Step 2

The new Funding Group pop-up will appear. Enter the Funding Group Name, select the Currency Type from the drop down and select Add Funding Group





Step 3

Success! The New Funding Group has been added.



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.





Step 3

Update the Funding Group name and select Save.





Step 4

Success! The Funding Group name has been updated.




Need to add a new Funding Group for a new Account? Click here to learn how to add and manage Funding Groups.