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When several people build in one workspace, they all spend from the same credit balance. Spending limits keep that under control. You can cap what each person spends in a month and what each project can spend in total. Know where your credits go, and decide how far they can go.

Two Kinds of Limit

For either limit:
  • Blank means no limit
  • 0 means no paid work at all
Both limits are honoured on every workspace that has them set, whether or not the agency profile is on.

Who Can Spend Credits

Only people who can build can spend credits:
  • Owners, Admins and Editors spend from the workspace balance when they build.
  • Viewers and Clients never spend credits.
Reviewing, commenting and replying are always free.

How Limits Are Checked

Before a paid action starts, AIWA checks, in order:
  1. The person is allowed to spend on this project.
  2. The workspace has enough credits.
  3. The person’s monthly allowance allows it.
  4. The project’s budget allows it.
If any check fails, the action doesn’t start and nothing is charged.
Limits are checked when an action starts. Two actions started at the same moment can go over a limit by the cost of one action.

What People See When a Limit Is Reached

The Usage Tab

Open the Usage tab of the agency console. Owners and Admins can see it.

The month at a glance

Three figures at the top:
  • Spent this month
  • Balance: the credits left in the workspace
  • Resets: when monthly allowances start again
Below them:
  • Spend day by day for the month
  • Spend by type:
The days and the types each add up to the month’s total. The page also notes spending that isn’t tied to a project, and spending by people who have since left.

People

What each team member has spent this month against their monthly allowance.

Projects

What each project has spent in total against its budget.

Set a Limit

1

Open Usage

In the agency console, open the Usage tab.
2

Find the person or project

Use the People table for monthly allowances, or the Projects table for project budgets.
3

Edit the limit inline

Enter a number of credits, leave it blank for no limit, or enter 0 to stop paid work.
Limits aren’t set in the invite dialog. Set a new team member’s allowance here after they join.

Good Practice

  • Give contractors a monthly allowance that matches the work you’ve agreed.
  • Give each client project a budget based on what you’ve quoted.
  • Check Top spenders on the console’s Overview from time to time.
  • Use 0 to pause paid work on a project without removing anyone.
For how credits themselves work, see Credits and Plans.

Next: The Client Portal

Next, we’ll look at the other side of the agency: what your clients see.

The Client Portal

The branded page where clients see their live site and comment on it.