As a Tokens Superuser (SU), you play a crucial role in overseeing and managing token usage for all your teams. Here's a step-by-step guide to efficiently handle token settings, purchase additional tokens, and set limits for your teams:
Accessing Token Settings
Navigate to "Settings" and click on the "Billing" tab.
In the Token Settings section, you can view the Monthly Tokens and additional Top Tokens associated with your SU seat.
In the "Billing" tab you can take additional actions like viewing a Tokens "Pricing Breakdown", "Purchase History", and "Historical Token Usage"
Historical Token Usage
This feature allows you to track and view historical data in week, month, and 3-month view. As a SU you have the added ability to filter your by "Team" and further by "User".
Click on the three dashes in the top right to establish filter settings for precise analysis.
Purchasing Top-up Tokens
It is here in the billing tab where you can purchase additional Top-up tokens for your team. As a reminder, these are additional tokens that supplement monthly token allotments and roll over month-to-month if they are not used.
To manually initiate a one-time purchase of Top-up tokens, click the "One-time top up" button next to Top-up tokens.
To schedule a recurring purchase of Top-up tokens, click on the pink "+ Set autobuy" button.
To learn more about purchasing Top-up tokens, click below:
Transferring Top-up Tokens
Once purchased, Top-up tokens can be transferred to your teams.
Navigate to the "General" tab and click on "Teams."
Scroll over to the right on your SU account and click on "Details."
This will bring you to a page where you can view your "Monthly Tokens Left" (only monthly tokens) "Tokens Left" (only Top-up tokens). Next to those amounts will be the "Transfer" button.
(*Note: currently, SU's are only able to transfer Top-up tokens, as monthly tokens live exclusively with each seat in Bonzo)
Click "Transfer" to move Top-up tokens to other team members. Select the "Team Name", provide the "Amount" and then "Confirm" the transfer and click "Transfer". These tokens will be immediately available to your team members.
Team Token Amounts
To view your teams' token amounts, go to the "General" tab, click on "Teams," and select the specific teams you wish to review.
Token Allocation Templates
SuperUsers can configure token templates for teams based on their usage, automatically setting token levels each month. This allows admins to allocate tokens according to each team’s needs, ensuring effective resource distribution. This flexibility supports better management and is especially useful for large teams with varying token usage.
To access Token Allocation Templates, navigate to "Settings" and then down to "Billing." Scrolling to the bottom of the page will reveal the option to establish templates for your teams.
Here, you will see your listed teams, their default monthly token allocation per seat (e.g., 2 seats = 20K tokens), and a dropdown menu that allows you to quickly set allocation preferences.
You will also notice your "Tokens left to allocate" above your teams monthly token allocation (currently the default 10K per seat, per team; 2 seats = 20K monthly tokens). In the above example, you have 0 monthly tokens to allocate because both teams are receiving an even 20K tokens each.
In the allocation dropdown, select "Customize" to make changes to your team's monthly allocation. For example, if you drop "Awesome Team's" monthly token allocation to 10K tokens. You will have an additional 10K monthly tokens to allocate to "Fantastic Team."
In another example, if you have a team that handles your marketing and brand assets and doesn't utilize tokens, you can reduce their monthly token allocation to 0 and provide your additional teams with more tokens to utilize for automated outreach.
Once you click "Save," your teams will receive their monthly token allocation based on these parameters. To reset your allocation template, select "Even" or "Default" to return to the standard, even monthly distribution for all teams.
It is highly recommended to establish your team's Token Allocation Templates before making more granular changes at the seat level and setting seat or role token limits (described below).
Establishing Token Limits for Team Members
Head to the "Teams" bar, scroll to the right, and click "Edit" on the Team Lead seat.
Set the Token limit for this team member or choose "Unlimited Usage."
Don't forget to click "Save" down at the bottom of the page.
To learn more about tokens click on the boxes below.