For: Owners
Each admin has a monthly send-points budget - the most they can give out through Send Points in a calendar month. As an Owner, you can set or change it whenever you need to, and see exactly what each admin has sent.
Setting the budget
Open Admins. In the left sidebar, go to Settings and open the Admins tab. The Monthly Spend Budget column shows each admin's current cap, and Remaining Spend shows what's left for the month.
Open the admin. Find them, click the ... menu at the end of their row, and choose Edit Admin. Their profile opens on the right.
Set the budget. Click Edit at the top of the profile. Under Admin, set the Monthly Point Budget, then click Save Changes.
Confirm. You'll see a confirmation, and the new amount appears in the Monthly Spend Budget column right away.
Seeing what an admin actually sent
Click an admin's Remaining Spend figure to open their send history.
Each row is one send: the date, the recipients, the total points, and the dollar value. Click a row to see the subject, the message, and any attachment.
The month dropdown lists every month that admin sent in, up to 24 months back. Months follow your organization's timezone.
Recipients shows the member's name for a single send, or a count like "4 Members" for a group send.
The footer shows remaining budget for the current month, or total sent for a past month.
An admin with no monthly budget shows a dash, and there's nothing to open.
Exporting send history
The Export button on the Admins toolbar gives you all admins, all time, by default.
Opening Export from inside an admin's send history pre-fills it to that admin and that month.
Either way you can choose any set of admins and any date range.
You get one row per recipient: Sent At, Admin, Admin Email, Recipient, Recipient Jolly ID, Points, Amount (USD), Subject, Message, Attachment.
Good to know
The budget is set in points.
A send that would exceed the admin's monthly budget is blocked, not just counted - and admins see their remaining balance before they confirm a send.
A send can never exceed your organization's wallet balance, even if the admin's budget is higher.
Owners and Managers can see budgets; only Owners can change them.
The send history and the export are Owner-only, because only Owners see the spend columns.
Only sends an admin made themselves appear here. Anything a campaign or an agent fires is recorded against that campaign, not the admin.
Questions? Click Help in the left sidebar to start a chat with us. You can also email support@jolly.com (Mon-Fri, 9am-5pm ET; after-hours messages answered next business day).