How to manage a Team

Upgrade your Team’s Monta plan

While, the Monta’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!

1. Open the Team in the Monta Charge
2. Click on ‘Basic Team
3. Scroll through the available plans and select one
4. Read the details of the plan and click on Upgrade to plan

Manage the Team Wallet

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:

• View the Team Balance
• Add charge keys to the Wallet
• Add a bank card for payments
• View and download transaction receipts.

Managing a Team Wallet is very similar to managing your personal Monta Wallet. You can read how to use the above listed features here.

Refill your Team Wallet

1. Go to the Chargers section on the navigation menu and click Teams. 
2. Select the Team and click on the Team Wallet
3. Click on Refill
4. For a one-time deposit, select Refill now
   • Enter the amount you want to refill
   • Select the payment method
   • Click on Refill now
5. For automatic top-ups, select Auto Refill
   • Select an amount to refill automatically
   • Select a payment method – Wallet from the card every time the wallet balance goes below 0.
   • Toggle on Enable auto refill

Withdraw money from your Team Wallet

1. Go to the Chargers section on the navigation menu and click Teams. 
2. Select the Team and click on the Team Wallet
3. Click on Withdraw
4. For a one-time withdrawal, click Withdraw now
   • Fill in the required personal information (email, phone number, IBAN)
   • Select an amount to withdraw
   • Click on Withdraw to bank account
5. For automatic withdrawals, select Auto withdrawal
   • Toggle on Enable auto withdrawal
   • Select if you want to leave funds in the Wallet
   • Fill in the required personal information (email, phone number, IBAN)

Manage the Team settings

In Monta Charge, you are able to change the Team settings and update the Team’s details.

1. Click on settings wheel icon
2. Update the Team name, email or address
3. You can toggle on that this Team is for a company and fill in the company information
   • Company finance email
   • Company name
   • IBAN (for withdrawing funds from the Team Wallet)
   • VAT number (optional)
4. You can also toggle to Auto accept new Team members
   • When a Team member uses a join code, they will automatically be added to the Team
5. You can select the default price group for new Team members
   • When a new Team member joins, they will automatically be assigned this price group. You can later change this in the Team member settings.
6. You can delete a Team, if needed.
7. Remember to always Save your settings