For: Owners
A monthly budget is the most points an admin can send in one calendar month. An admin is a person who uses the admin dashboard. Owners can set or change it any time.
Steps
Open Admins. Go to Settings. Click the Admins tab. Monthly Spend Budget shows each limit. Remaining Spend shows what is left this month.
Open the admin. Find them. Click the ... menu at the end of their row. Click Edit Admin. Their profile opens on the right.
Set the budget. Click Edit at the top of the profile. Under Admin, type the Monthly Point Budget. Click Save Changes.
Check it. You see a confirmation. The new number shows in the Monthly Spend Budget column right away.
Good to know
You set the budget in points. For example, 1,000 points = $5.
A send over the budget is blocked, not just counted. Admins see their budget left before they confirm a send.
A send can never be more than your company's wallet balance, even if the budget is higher.
Owners and Managers can see budgets. Owners can change the budget for any admin, including themselves.
An admin with a budget sees only their own remaining points. They show in the Send window and in a card at the top of Settings, then Admins.
To see what an admin sent, see How do I see what my admins have sent in spot rewards?
Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.