When a researcher on your enterprise account is ready to run a study, they need budget to pay participants. That budget lives in your organizational wallet — the central pot of funds your institution has set aside — but it doesn't get there automatically. The researcher has to ask, and you have to approve.

The Basic Loop

A researcher submits a funding request for the amount they need. You receive the request, review it, and approve. The funds move from the organizational wallet into the researcher's team wallet, and they can launch their study.

Who Can Submit a Request

Two conditions have to be true for a researcher to request org funds:

1. They have to be on an organizational team. A team is a workspace where one or more researchers collaborate on projects and share a wallet. Organizational teams belong to your enterprise account, as opposed to personal teams a researcher might also have for non-institutional work. Only organizational teams can pull from your wallet. 
2. They have to be the owner of that team. The team owner is the researcher who created the team. Collaborators on the team can't submit requests directly; they go through the team owner instead.

If a member tells you they don't see a Request Org Funds option, one of these two conditions usually isn't being met. Most often, the project is sitting on a personal team and needs to be moved to an organizational one.

The Request Flow

A team owner submits a request as follows:

1. Navigate to the team's page.
2. Click Request Org Funds.
3. Enter the amount needed and a reason for the request.
4. Click Confirm.

Once submitted, the request enters a pending state and appears in your Funding tab. You'll also receive an email notification.

What Members See After Submitting

After the request is submitted:

• The request appears in the Funding tab of your Organization dashboard, with a badge showing how many requests are waiting. 
• You get an email notification, so you don't need to keep the dashboard open to catch new requests.

You can then approve, modify, or reject.

What the Member Experiences

While the request is pending, the team owner sees an open funding request listed on their team wallet. They can't launch their study yet, because their team wallet doesn't have the funds.

Once you take action:

• If you approve: The funds appear in the team wallet within seconds. The team owner is notified and can move forward.
• If you modify the amount: Same as approval, but with the adjusted amount. The team owner is notified of the change.
• If you reject: The team wallet stays empty. The team owner is notified of the decision.

How Much Detail Should Members Include?

This depends on how your institution handles review.

If your institution has its own review process — a faculty committee, a finance approval — that happens before anyone touches Connect, the Connect request is a formality. A short reason referencing the internal approval is enough.

If Connect is the review mechanism itself, encourage members to include enough context for you to make a decision without follow-up: the project's purpose, target sample size, estimated cost per participant, and any relevant grant or compliance notes.