Credit

Admins 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.

To upgrade your plan, either click on “Upgrade” on the top right or click on the left panel's 'Settings,' then navigate to 'Payment and Subscription.' Here, you can view your purchased plan and find the corresponding invoice below-.

Admins can click 'Account Settings.' To upgrade- First, select your preferred credit limit cycle—options include one-time, annual, or monthly. The selected limit will automatically reset based on the chosen cycle.

To view your team's credit limits and usage, go to the left panel and click on 'Team Management' > 'All Members.' Alternatively, click on the profile icon in the top-right corner to see the current email credit and contact credit (i.e., used/total available)

Assign Credit

To assign credits, the admin can set a credit limit either for a group or directly for an individual member. Additionally, managers can allocate credits to agents, but only within the limits assigned to the group by the admin.

• Go to 'Team Management' in the left panel.
• Click on the group or member you want to assign credits to.
• Select the 'Credit' option and enter the desired credit amount, ensuring it does not exceed the available balance.
• Save the changes, and the credits will be assigned accordingly.

For a Manager account, the credit limit to buy contacts is determined by the admin. The admin assigns a credit limit to a specific group, and managers within that group can divide these credits among the agents (members).

View Group Credits:

• Log in to the manager account.
• Click on 'Team Management' in the left panel.
• On the main screen, you’ll see the credit usage summary for the group. This includes:
  1. Used Credits: The number of credits already utilized.
  2. Total Credit Limit: The total credits assigned by the admin to the group.
  3. Remaining Credits: The unused balance available for allocation.

Assign Credits to Members:

• Locate the member you wish to assign credits to.
• Click the pencil icon next to their name or credit details.
• Enter the desired number of credits to assign, ensuring it does not exceed the remaining balance.
• Save the changes.

Example:

In the image below, the group 'Event Emitters' was initially assigned 2 credits by the admin. Out of these, only 1 credit remains after usage. Managers can now allocate the remaining credit to members as needed.