Create account balance alerts

You can create low-balance alerts for your Tango account to notify you or your team when the account balance drops below a specific threshold. This can help you add funds when they’re needed and prevent account balances from running out where rewards are sent automatically. You can also access low-balance alerts from Settings > Low-balance alert. A low-balance alert can also be created via the Tango API. See Set a low-balance alert for a customer account.
 

 

To create and edit low-balance alerts, a user needs the following permissions in their assigned role:

• Account management with Manage access to access accounts and configure alerts.

• Funding and payments if the user also needs to add funds and manage payment methods to replenish account balances.

• Ensure Hide account balance is not enabled for the user. See Roles and permissions in Tango.
  
  

With an account low-balance alert, the system notifies you automatically when a threshold is reached, or when you need to replenish an account.

To create an account low-balance alerts:

1. Sign in to the Tango portal.

2. Click Accounts on the left menu.

3. Select Low-balance alerts > Create low-balance alert.
   
   

4. In Alert name, enter a descriptive name for the alert. 
   
   

5. In Low-balance amount, enter the balance threshold amount.

6. In Alert recipients, enter up to five (5) email addresses to notify when the balance threshold is reached.

7. For Accounts covered, select the accounts that you would like to receive low-balance alerts for. You can only select accounts with the same currency to receive low-balance alerts.

8. Click Create low-balance alert to save the alert.

When the balance drops below the threshold for any of the selected account(s), the alert recipient(s) will receive an email notifying them that an account balance has dropped below the threshold. Low-balance alert emails come from noreply@tangocard.com.

Manage balance alerts

You may need to update the alert threshold, add or remove alert recipients as they move, or disable the alert for inactive accounts. Managing alerts also helps avoid unnecessary notifications so teams only get alerts when action is truly needed.

To edit low-balance alerts:

1. Sign in to the Tango portal.

2. Click Accounts from the left menu.

3. Click Low-balance alerts.

4. Click the More options (three-dot) next to the alert.

5. Click Edit to update the alert name, threshold, monitored accounts, or notification recipients.

6. Click Save changes.

 

To delete low-balance alerts:

1. Sign in to the Tango portal.

2. Click Accounts from the left menu.

3. Click Low-balance alerts.

4. Click the More options (three-dot) next to the alert.

5. Click Delete to stop notifications and delete all configured settings.
   Deleting an alert does not affect the account itself or its balance—it only removes the monitoring feature.

 

More resources

• About Tango accounts and groups

• Create Accounts and Groups

• Manage accounts and groups in Tango

• Find your Tango account number

• Users and accounts FAQ