{"id":12246,"date":"2023-08-18T14:13:28","date_gmt":"2023-08-18T13:13:28","guid":{"rendered":"https:\/\/monta.com\/uk\/?post_type=help-center&#038;p=12246"},"modified":"2025-10-21T14:40:07","modified_gmt":"2025-10-21T13:40:07","slug":"manage-team-monta","status":"publish","type":"help-center","link":"https:\/\/monta.com\/en\/help-center\/manage-team-monta\/","title":{"rendered":"How to manage a Team"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Upgrade your Team&#8217;s Monta plan<\/h2>\n\n\n\n<p>While, the Monta&#8217;s Basic plan is free to use you can get different perks, that are available in the Pro and Business plans, such as lower transaction fees, administrative actions in Monta Hub and many more! <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the Team in Monta Charge<\/li>\n\n\n\n<li>Click on the three dots to open the <strong>Team Settings<\/strong><\/li>\n\n\n\n<li>Click on <strong>&#8216;Basic Team<\/strong><\/li>\n\n\n\n<li>Scroll through the available plans and select one<\/li>\n\n\n\n<li>Read the details of the plan and click on <strong>Upgrade to plan<\/strong><\/li>\n<\/ol>\n\n\n\n<div class=\u201cstorylane\u201d>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(180.35% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/e7i5s1fl7oyq?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Manage the Team Wallet<\/h2>\n\n\n\n<p>The Wallet of the Team can be managed by the Owners of the Team and Team Admins with Wallet rights. Here are the available actions via Monta Charge:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View the Team Balance<\/li>\n\n\n\n<li>Add charge keys to the Wallet<\/li>\n\n\n\n<li>Add a bank card for payments<\/li>\n\n\n\n<li>View and download transaction receipts.<\/li>\n<\/ul>\n\n\n\n<p>Managing a Team Wallet is very similar to managing your personal Monta Wallet. You can read how to use the above listed features <a href=\"https:\/\/monta.com\/uk\/help-center\/set-up-personal-wallet\/\" data-type=\"help-center\" data-id=\"2383\">here<\/a>. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Refill your Team Wallet<\/h2>\n\n\n\n<p>To top up your Monta Wallet, please follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the&nbsp;<strong>Chargers<\/strong>&nbsp;section on the navigation menu and choose the right team in the drop-down.&nbsp;<\/li>\n\n\n\n<li>Click on the three dots to get to the <strong>Team Settings<\/strong><\/li>\n\n\n\n<li>Click on the <strong>Team Wallet<\/strong><\/li>\n\n\n\n<li>Click on&nbsp;<strong>Refill<\/strong><\/li>\n\n\n\n<li>For a one-time deposit, select&nbsp;<strong>Refill now<\/strong>\n<ul class=\"wp-block-list\">\n<li>Enter the amount you want to refill<\/li>\n\n\n\n<li>Select the payment method<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Refill now<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>For automatic top-ups, select&nbsp;<strong>Auto Refill<\/strong>\n<ul class=\"wp-block-list\">\n<li>Select an amount to refill automatically<\/li>\n\n\n\n<li>Select a payment method \u2013 Wallet from the card every time the wallet balance goes below 0.<\/li>\n\n\n\n<li>Toggle on&nbsp;<strong>Enable auto refill<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p>Please note that you can pay for charging using alternative payment methods directly from the charge payment screen, skipping the need to refill your Wallet. Accepted options include <em>credit cards, debit cards, Google Pay, Apple Pay, VIPPS, and MobilePay.<\/em><\/p>\n\n\n\n<div class=\u201cstorylane\u201d>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(178.32% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/fleh1ez6go3d?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Withdraw money from your Team Wallet<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the&nbsp;<strong>Chargers<\/strong>&nbsp;section on the navigation menu and choose the right team in the drop-down.&nbsp;<\/li>\n\n\n\n<li>Click on the three dots to get to the <strong>Team Settings<\/strong><\/li>\n\n\n\n<li>Click on the <strong>Team Wallet<\/strong><\/li>\n\n\n\n<li>Click on&nbsp;<strong>Withdraw<\/strong><\/li>\n\n\n\n<li>For a one-time withdrawal, click&nbsp;<strong>Withdraw now<\/strong>\n<ul class=\"wp-block-list\">\n<li>Fill in the required personal information (email, phone number, IBAN)<\/li>\n\n\n\n<li>Select an amount to withdraw<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Withdraw to bank account<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>For automatic withdrawals, select&nbsp;<strong>Auto withdrawal<\/strong>\n<ul class=\"wp-block-list\">\n<li>Toggle on <strong>Enable auto withdrawal<\/strong><\/li>\n\n\n\n<li>Select if you want to leave funds in the Wallet<\/li>\n\n\n\n<li>Fill in the required personal information (email, phone number, IBAN)<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<div class=\u201cstorylane\u201d>\n        <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n        <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(178.32% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/sn6fexix1khz?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Manage the Team settings<\/h2>\n\n\n\n<p>In Monta Charge, you are able to change the Team settings and update the Team&#8217;s details. <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the&nbsp;<strong>Chargers<\/strong>&nbsp;section on the navigation menu and choose the right team in the drop-down.&nbsp;<\/li>\n\n\n\n<li>Click on the three dots to get to the <strong>Team Settings<\/strong><\/li>\n\n\n\n<li>Click on the <strong>settings wheel<\/strong> in the right corner to get to the settings<\/li>\n\n\n\n<li>Update the Team name, email or address \n<ul class=\"wp-block-list\">\n<li>For professional teams, you can fill out the company information like\n<ul class=\"wp-block-list\">\n<li>Company finance email<\/li>\n\n\n\n<li>Company name<\/li>\n\n\n\n<li>IBAN (for withdrawing funds from the Team Wallet)<\/li>\n\n\n\n<li>VAT number (optional)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>You can also toggle to <strong>Auto accept<\/strong> new Team members\n<ul class=\"wp-block-list\">\n<li>When a Team member uses a join code, they will automatically be added to the Team<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>You can select the default price group for new Team members\n<ul class=\"wp-block-list\">\n<li>When a new Team member joins, they will automatically be assigned this price group. You can later change this in the<a href=\"https:\/\/monta.com\/uk\/help-center\/invite-manage-members-team\/\" data-type=\"help-center\" data-id=\"2333\"> Team member settings<\/a>. <\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>You can delete a Team, if needed.<\/li>\n\n\n\n<li>Remember to always Save your settings<\/li>\n<\/ol>\n\n\n\n<div class=\u201cstorylane\u201d>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(178.32% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/giotmvi2grk8?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how you can manage the Team Wallet, upgrade the Monta plan of a Team and control the settings from via Monta Charge. <\/p>\n","protected":false},"author":16,"featured_media":0,"parent":0,"menu_order":0,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false},"help_cat":[330],"help_tags":[413],"class_list":["post-12246","help-center","type-help-center","status-publish","format-standard","hentry","help_cat-team-set-up","help_tags-charge"],"acf":{"faq_post":false,"brand_name":"","brand_image":"https:\/\/monta.com\/uk\/wp-content\/uploads\/sites\/12\/2024\/08\/cpu.svg","portal_article_order":"","app_article_order":""},"_links":{"self":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help-center\/12246","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help-center"}],"about":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/types\/help-center"}],"author":[{"embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/users\/16"}],"wp:attachment":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/media?parent=12246"}],"wp:term":[{"taxonomy":"help_cat","embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help_cat?post=12246"},{"taxonomy":"help_tags","embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help_tags?post=12246"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}