How do I change a Team's Funding Source?

  • Updated

If you need to update or change a Team's designated Funding Source, you'll want to do so from the Account Balance page in your Sendoso account. 

Once you're on the Account Balance page, you'll click on the User Spending Limit tab.


You'll then want to scroll down the page until you see the Group User Budget Limits section. Once you locate the Team you are wanting to update, you'll choose from the available options in the dropdown under the Funding Sources column.


Once you've selected the Funding Source you are wanting to update it to, the greyed out Save button will turn orange and allow you to Save. A confirmation pop-up message will appear informing you of your update and you can opt to reset each user's balance on the Team to $0.


After clicking Confirm, the page will reload and you'll see the following pop-up:


For additional training on the platform, we recommend checking out Sendoso University courses. These courses are designed to help you be as successful as possible using Sendoso.

For troubleshooting or answers to frequently asked questions, check out our Help Center. And, of course, should you run into any issues or if you have any questions, feel free to contact our Support Team!

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