The withdrawal feature in a wallet lets users transfer funds from their wallet to an external account or bank. Users with the right permissions can request a withdrawal, which is processed manually. Once the amount is transferred by you or your team, you can approve the withdrawal.

Note: The wallet system requires an extended license. If you have an extended license but the wallet system doesn’t appear, update your license information via Menu > Settings > License Info. If the wallet system still doesn’t appear after updating your license information, check your site role permissions to ensure the wallet feature is enabled.

How to enable or disable the withdrawal system?

  1. Click on the Menu.
  2. Select Settings from the side navigation menu.
  3. Choose Wallet
  4. Find the “Allow user withdrawals” field and select your preferred option.
  5. Click the “Update” button.

How to set the minimum and maximum withdrawal amounts?

  1. Click on the Menu.
  2. Select Settings from the side navigation menu.
  3. Choose Wallet
  4. Find Minimum withdrawal amount & Maximum withdrawal amount fields and enter your preferred values.
  5. Click the “Update” button.

How can you enable or disable withdrawals for site users?

  1. Click on the Menu.
  2. Go to “Modules” in the side navigation menu.
  3. Select “Site Roles.”
  4. Click the three dots icon next to the site role for which you want to modify.
  5. Choose “Edit.”
  6. In the Wallet section, check or uncheck “Withdraw Money” to enable or disable users from withdrawing funds from their wallet.
  7. Click the “Update” button.

How to make a withdrawal request?

  1. Click on the Menu.
  2. Go to “Wallet” in the side navigation menu.
  3. Select “Current Info.”
  4. Click the “Manage” button next to your balance.
  5. Select “Withdrawal.”
  6. Enter the withdrawal amount and your bank details, and click “Withdraw” to submit your request.

How to approve or disapprove a withdrawal request?

  1. Click on the Menu.
  2. Select “Wallet“
  3. Choose “Withdrawal Requests“
  4. Next, click on the withdrawal request you want to manage, then click “Manage.”
  5. In the screen that appears, select your preferred option in the “Take Action” field.
  6. Click the “Update” button.