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How do I set or change an admin's monthly send budget?

Owners set or change the monthly send budget, the most points an admin can send in one month.

For: Owners (admin dashboard)

An Owner sets an admin's monthly send budget on the Admins tab in Settings.

The send budget is the most points that admin can send in one calendar month. An admin is a person who uses the admin dashboard.

Steps

  1. Open Admins. Click Settings, then the Admins tab. Monthly Spend Budget shows each limit. Remaining Spend shows what is left this month.

  2. Open the admin. Find the person. Click the ... menu at the end of their row. Click Edit Admin.

  3. Set the budget. Click Edit at the top of the profile. Under Admin, type the Monthly Point Budget. Click Save Changes.

  4. Check it. You see a confirmation. The new number shows in the Monthly Spend Budget column right away.

Good to know


Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.

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