Transferring Credits
For accounts with multiple users, the primary Admin of the account has the option to transfer credits to users. This makes it possible for just one person to manage company funds for all users.
To transfer credits, the Admin must first transfer credits from their account to the company account.
STEP 1: Click on the "+ Credits Available" link to be taken to the Payments Dashboard
Admin Payment Dashboard
Step 1: Click on the "Company Dashboard" link
How to Transfer Credits from the Admin Account to the Company Account
Admin Payment Dashboard
Step 2: Click
on the account email address
Step 3: Click on “Transfer to Company Account”
Step 4: Enter the amount to transfer and click Transfer
Assigning Credits to Users
Step 2: Click on Available Credits
Step 3: To begin Transfer click on the Assign Button
Credit Assign Options:
1. Transfer an Exact Credit amount to Each User
Example: $100 will be added to testuser@casemail.co account only
2. Transfer Credits Equally Among All Users
Example: If you have 10 users a $100 deposit will be distributed as $10 to each user’s account
1. Transfer an Exact Credit amount to Each User
Example: $100 will be added to testuser@casemail.co account only
2. Transfer Credits Equally Among All Users
Example: If you have 10 users a $100 deposit will be distributed as $10 to each user’s account
Step 4: Go back to the Admin Payment Dashboard to verify and monitor user credits and usage
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