Permissions on a Wallit wellspace

Every member of a wellspace has a role, each with its own level of permissions and access. Use the tables below to explore specific permissions for each role type.

Key

Available by default

Only available if a Wellspace Owner changes the default setting

Only available to the Wellspace Primary Owner

Cash back and card-linked reimbursements

	Owner	Admin	Member
Join any wellspace	Available by default	Available by default	Available by default
Receive a monthly allowance	Available by default	Available by default	Available by default
Get automatically reimbursed	Available by default	Available by default	Available by default

Cash back and card-linked offers

	Owner	Admin	Member
Browse featured online and in-store offers	Available by default	Available by default	Available by default
Access third-party offers and deals, e.g. Groupon	Available by default	Available by default	Available by default
Search for local offers by category and a map	Available by default	Available by default	Available by default

Accounts

	Owner	Admin	Member
Aggregate multiple checking and savings accounts	Available by default	Available by default	Available by default
Receive instant, real-time budgeting, aka SmartBalance™	Available by default	Available by default	Available by default
Create automatic savings goals	Available by default	Available by default	Available by default

Wellspace management

	Owner	Admin	Member
Set default benefit categories	Available by default	Available by default
Set default benefit reimbursement amount	Available by default	Available by default
Invite members to a wellspace or Enterprise Org	Available by default	Available by default
Remove people from a wellspace or Enterprise org	Available by default	Available by default
Add a funding method	Available by default	Available by default
Delete a funding method	Available by default	Available by default
View teammates in a wellspace	Available by default	Available by default	Available by default
Invite new members*	Available by default	Available by default	Available by default
Resend invites to new members*	Available by default	Available by default	Available by default
Deactivate a member from a wellspace	Available by default	Available by default
Promote to Wellspace Admin**	Available by default	Available by default
Demote to Wellspace Admin**	Available by default
Promote to Wellspace Owner**	Available by default
Demote to Wellspace Owner**	Only available to the Wellspace Primary Owner

**Available for paid plans.
**The person won't be notified of the role change through Wallit.

Administration

	Owner	Admin	Member
View analytics and usage	Available by default	Available by default	Only available if a Wellspace Owner changes the default setting
Change an email address***	Available by default	Available by default
Upgrade to a paid plan	Available by default	Available by default
Change your wellspace's plan†	Available by default
Add a payment method†	Available by default
View billing statements	Available by default
Export data	Available by default	Available by default
Transfer primary ownership	Only available to the Wellspace Primary Owner
Delete wellspace	Only available to the Wellspace Primary Owner

***Available for paid plans.
†Only Wellspace Owners and the person who upgraded the wellspace can make changes.

Wallit
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