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
| Owner | Admin | Member | |
| Join any wellspace | |||
| Receive a monthly allowance | |||
| Get automatically reimbursed |
| Owner | Admin | Member | |
| 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 |
| Owner | Admin | Member | |
| Aggregate multiple checking and savings accounts | |||
| Receive instant, real-time budgeting, aka SmartBalance™ | |||
| Create automatic savings goals |
| Owner | Admin | Member | |
| 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.
| Owner | Admin | Member | |
| 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 | |||
| Export data | |||
| Transfer primary ownership | |||
| Delete wellspace |
***Available for paid plans.
†Only Wellspace Owners and the person who upgraded the wellspace can make changes.
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