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Funding Your Workspace

Fund your Workspace to make points available for recognition, celebrations, Peer-to-Peer Giving, and other features that use points in MustardHub.

Points are the fuel that powers key engagement activities, including recognition, celebrations, Peer-to-Peer Giving, and other point-based interactions.

If a Workspace runs out of points, those activities pause until more points are added. Funding controls exist to help you prevent surprises, not to encourage spending.

During onboarding, an Admin must choose how the Workspace balance refills when it runs low. This ensures the platform behaves predictably and avoids interruptions once your team begins using it.

[Screenshot: Refill funding step during onboarding]

Funding in MustardHub is designed to be predictable, adjustable, and controlled.

Choose the refill method that matches how hands-on you want to be. If avoiding interruptions matters most, Auto-Refill provides the smoothest operational path. If manual control is required, reminders ensure you stay informed before points run out.

Nothing here is permanent, and everything can be adjusted as your Workspace evolves.

Funding in MustardHub

At a conceptual level:

  1. An Admin funds the Workspace by purchasing points
  2. Points live at the Organization level and are drawn from as activity occurs
  3. Features consume points based on how they are configured

You are not required to pre-fund beyond what feels reasonable. The refill method simply defines what happens when the balance drops.

For how balances, transfers, and activity appear once funded, see Wallets, Transfers & History.

Who can manage funding

Only admins with access to manage the Treasury can:

  • Choose or change the refill method
  • Add or update payment methods

This keeps funding decisions centralized and controlled without involving every manager or team lead.

For more information about related permissions, including purchasing points and viewing billing history and invoices, see Members, Roles & Permissions.

Choosing a refill method

Onboarding requires the admin to choose a refill method before continuing. When Set up is selected, a refill method modal appears.

[Screenshot: Set refill method modal – no option selected]

Choose between auto or manual refill. Both prevent funding and point transfer failures, but they differ in how hands-on you want to be. These settings can be changed at any time.

Auto-Refill (recommended)

[Screenshot: Auto-Refill selected with threshold, refill amount, and credit card requirement]

Auto-Refill keeps your Workspace funded automatically.

You define:

  • A low balance threshold
  • A refill target amount

When the balance drops below your threshold, MustardHub automatically refills it up to the amount you’ve set.

What to know:

  • Requires a credit card on file
  • Prevents recognition, celebrations, and automated point-based activity from stopping unexpectedly
  • Prevents Peer-to-Peer Giving from pausing due to insufficient funds
  • Minimizes day-to-day monitoring

Auto-Refill is the best option if you want funding to run quietly in the background while your team stays focused on participation.

Manual refill

[Screenshot: Manual Refill selected with low balance reminder threshold]

Manual refill keeps you fully hands-on.

You define a low balance reminder threshold. When the balance drops below that level:

  • You receive an email reminder (and in-app notification, if enabled)
  • No points are added automatically
  • An Admin must manually purchase more points

Manual refill works well if:

  • You want explicit approval for each purchase
  • Usage is infrequent or tightly controlled
  • You prefer oversight over automation

Be aware that recognition, celebrations, and other point-based automations will pause if the balance reaches zero before action is taken.

What happens after funding

Once you save your refill method:

  • Onboarding completes
  • You enter your live Workspace
  • Points become available based on your chosen refill method
    • With Auto-Refill, the Workspace is funded automatically.
    • With manual refill, points must be purchased before use.

Nothing else changes automatically. You remain in control of:

  • When refills occur
  • How much is added

  • Whether the settings change later

Reviewing or changing funding later

You can review or change funding settings at any time from your Admin panel.

Navigate to Admin → Treasury → Billing

[Screenshot: Billing Overview tab showing balance, refill method, and edit CTA]

From here, you can:

  1. Overview
    • View current points balance
    • See your refill method
    • Edit refill settings
    • View recent billing activity at a glance
    • Purchase points manually
  2. Billing History
  3. Payment Methods
    • Add, remove, or update credit cards

    Changing the refill method uses the same modal shown during onboarding. Changes take effect immediately after saving.

    Common questions

    • Can I switch between auto or manual refill later?
      Yes. You can change methods at any time.
    • Does Auto-Refill spend without limits?
      No. You define both the trigger point and the refill amount.
    • Will my team see billing details?
      No. Billing and funding controls remain admin-only.
    • Does funding affect taxes or reporting?
      For topics relating to tax and reporting considerations, see Important Tax Matters or Tax Reports.
    • Does Auto-Refill spend without limits?
      No. You define both the trigger point and the refill amount.
    • Will my team see billing details?
      No. Billing and funding controls remain admin-only.
    • Does funding affect taxes or reporting?
      For topics relating to tax and reporting considerations, see Important Tax Matters or Tax Reports. 

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