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
Open Admins. Click Settings, then the Admins tab. Monthly Spend Budget shows each limit. Remaining Spend shows what is left this month.
Open the admin. Find the person. Click the ... menu at the end of their row. Click Edit Admin.
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. To see what points are worth, see How do I send points to an employee?
When an admin reaches the monthly limit, Jolly blocks the send. See What happens when I reach my monthly send limit or run out of points to 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.
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.
