Allocate your organization's Go1 Pay funds to individual learners. You can update one learner or import a CSV to update several budgets at once.
Adding money to the organization's wallet does not automatically allocate it to learners.
Set one learner's budget
Sign in as an administrator.
Select your initials in the upper-right corner.
Select Administer.
Open Users.
Find the learner by name or email address.
Open the three-dot menu in the learner's row.
Select Edit Details.
Enter the amount in the Budget field.
Select Save.
The learner's available Go1 Pay budget will update.
Update budgets by CSV
Select your initials in the upper-right corner.
Select Administer.
Open Users.
Select Import.
Select Download Sample.
Open the downloaded CSV.
Complete the required user fields.
Add or update the Budget column for each learner.
Save the file as a CSV.
Return to the import window.
Drag the file into the window or select it from your device.
Select Import.
You will receive an email when the import has been processed.
Prepare the CSV
The import can include:
Email.
Given Name.
Family Name.
Status.
Roles.
Managers.
Groups.
Budget.
Use a pipe character (|) to separate multiple roles, managers or groups.
Before importing, confirm that:
Required values are present.
Column names match the downloadable sample.
Budget values are correct.
Existing learners are matched by their current email address.
After processing, check that every learner was imported successfully and that their renewed budget is correct.