Budget management allows you to allocate a specific amount of budget from your balance to individual users or teams. This feature helps in controlling budgets and ensuring that spending is kept within limits.
How Budgets Management Works
Once a user or team exhausts their assigned budget, they will not be able to access additional budgets from the balance to send gifts until more budgets are assigned by the manager.
Budgets can be allocated in two ways:
- Individual User: Assign budgets to a single user.
Team: Allocate budgets to an entire team.
Depending on your team settings, teams can operate under one of two budget types:
- Team-Shared Budget: All team members share a common budget.
Individual Team Member Budgets: Each member has their own budget.
For more details on team settings, learn more about Teams here.
Accessing Budgets Management
To manage your budgets, navigate to Users and Teams menu,
and then to the Budgets Tab:
Assigning Budgets
To assign budgets to a user or a team: Locate the user or team in the list and click "Manage Funds" and select "Assign budget."
The system will automatically display the amount of unassigned budgets. You can edit this amount as needed. Once assigned, the user will see their available budgets displayed at the top of their interface.
If you need to increase or decrease the amount of an already assigned budget for a user or a team, you need to unassign the existing budget and reassign the new amount.
Unassigning Budgets
To unassign budgets from a user or a team:
- Click "Manage" next to the user or team name and select "Unassign Funds."
- Verify your action to complete the process.