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.
Available by default
Only available if a Wellspace Owner changes the default setting
Only available to the Wellspace Primary Owner
|Join any wellspace|
|Receive a monthly allowance|
|Get automatically reimbursed|
|Browse featured online and in-store offers|
|Access third-party offers and deals, e.g. Groupon|
|Search for local offers by category and a map|
|Aggregate multiple checking and savings accounts|
|Receive instant, real-time budgeting, aka SmartBalance™|
|Create automatic savings goals|
|Set default benefit categories|
|Set default benefit reimbursement amount|
|Invite members to a wellspace or Enterprise Org|
|Remove people from a wellspace or Enterprise org|
|Add a funding method|
|Delete a funding method|
|View teammates in a wellspace|
|Invite new members*|
|Resend invites to new members*|
|Deactivate a member from a wellspace|
|Promote to Wellspace Admin**|
|Demote to Wellspace Admin**|
|Promote to Wellspace Owner**|
|Demote to Wellspace Owner**|
**Available for paid plans.
**The person won't be notified of the role change through Wallit.
|View analytics and usage|
|Change an email address***|
|Upgrade to a paid plan|
|Change your wellspace's plan†|
|Add a payment method†|
|View billing statements|
|Transfer primary ownership|
***Available for paid plans.
†Only Wellspace Owners and the person who upgraded the wellspace can make changes.
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