Overview
Admins and managers under a scale plan who own Bulk credits can set Bulk credit limits per user or per group.
By doing this, you are able to manage the credit usage of the account.
It is also possible to edit or delete the limit you customize if necessary.
You can follow this interactive walkthrough to learn more!
Before setting the limit itself, under the 'Account Settings', first, choose your preferred credit limit cycle—either annual or monthly. The limit will automatically reset based on the cycle you select.
💡 Note: Try zooming out on your browser to have full visibility of the credit limit options.
Once you've selected your preferred cycle, the next reset date will be displayed at the top of your credit limit table, under the Team Management tab.
Team Management Dashboard
To see your team credit limits and usage, click your account name in the top right corner, then click Team Management > All Members.
Credit Status Overview
In the Team Management table, you can easily monitor credit usage through color indicators:
Green indicates credits are Available
Orange shows Near Limit status (75% of monthly/annual credits used)
Red signals Reached Limit
Navigation Notifications
A colored notification dot will appear in the navigation when:
Orange dot: Team members reach 75% of their credit limit
Red dot: Team members reach their full credit limit
Status Filtering
To view specific member statuses, use the status filter in the Team Management table to sort members by their current credit usage status.
Role Management options
From this dashboard, the admin(s) of the plan can change the role of the team to any of our roles.
To learn more about roles and permissions, press here.
Invite new members to your plan
Invite new Team members is also available via the Team management dashboard.
To learn how to invite team members to your plan, press here.
Limit credits per user
To set a limit for a single user, please follow the below steps:
Click your account name in the top right corner, then click Team Management > All Members.
From this dashboard, click on the user row you wish to set a limit for. A side panel will appear where you can adjust the credit limit and select your preferred settings.
In the side panel, you'll see the following options:
The role of the user (User/Manager/Admin). Learn more about roles and permissions
The group, if any, that the user is assigned to. Click on the dropdown option will open the option to add the user to an existing group, or to open a new group.
The current usage of the user as an individual or within a group
Enter/edit/remove a limit for the user, by pressing the pencil icon (Limit can be set to each number between 0 - 98000)
Click Save after adding the credit limit amount
If needed, you could navigate to the account settings to change the limit from monthly to annual or the other way around.
You can set a credit limit to users in bulk, to save time.
Identify the users for whom you wish to set a limit by checking the boxes next to their names:
From the upper toolbar, click 'Set credit limit'.
Repeat the same instruction mentioned above to set a credit limit per user.
Limit credits for a group
To set an annual limit for a group of users, please follow the below:
Click your account name in the top right corner, then click Team management > Groups
From the upper toolbar, click 'Set credit limit'.
Once selected, a side panel will be open with the following options:
The Group Name
Limit setup reminder - which cycle the group is at (Monthly/Annual). If needed, you could navigate to the account settings to change the limit from monthly to annual or the other way around
The current usage of the group, and their current limit
Enter/edit/remove a limit for the user, by pressing the pencil icon (Limit can be set to each number between 0 - 98000)
All group members details
Click Save after adding the credit limit amount.
💡 Note: A group limit is shared among all users within the same group. For example, if 3 team members have a combined limit of 500 Bulk credits, they can collectively use up to 500 credits in total.