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To move a participant to a different group you will need to add that participant to the new group and then remove them from the old one.
Removing a Participant
1. Navigate to the group you'd like to remove the participant from.
2. Click Collections at the top of the page.
3. Select the check box next to the participant(s) name that you want to remove
4. Select Remove from Roster on the bottom right-hand side of the screen.
This will remove the participant from the group and all outstanding (unpaid) payments. Paid payment records will still be kept and can be seen by searching for the participant on the Reporting page.
If the participant you are removing has already made payments, their payment records will still be kept in Snap! Spend and viewable through the Reporting feature. Leaving the participant active on the old group will also keep their payment records available to view on the group page. You may then customize payments for the participant on the new group; e.g, if they already paid the deposit for the old group, you can remove the deposit payment for the new group and reference the old group deposit in reporting for your record.
If they previously joined the old group, they will still need to join the new group and approve the new payments. You can invite them once they are added to the new group and the payments have been customized. Since they already have a Snap! Spend account and payment method saved, joining the new group is just a few clicks to approve the new payments.
Note: If you've already removed a participant but would like to view their past payments on the old group page, you can re-add them from existing participants, and the participant will reappear on the roster with their record of past payments.
Still have questions or need help? Please reach out to us directly at spend.support@onsnap.com or by phone at 276-531-9260.
Snap! Spend is a financial technology company and is not a bank. Banking services provided by Thread Bank; Member FDIC. The Snap! Spend Visa Debit is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa cards are accepted.
Your deposits qualify for up to a maximum of $2,500,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity.
You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact customerservice@thread.bank with questions on the sweep program.