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 Portal and many more!
- Open the Team in the Monta app
- Click on ''Basic Team"
- Scroll through the available plans and select one
- 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. From the Monta app, you can:
- View the Team Balance
- Refill or Withdraw funds from the Wallet
- 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. LINK
Manage the Team settings
In the Monta app, you are able to change the Team settings and update the Team's details.
- Click on settings wheel icon
- Update the Team name, email or address
- 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)
- 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
- 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.
- You can delete a Team, if needed.
- Remember to always Save your settings