Budget Groups

A budget group is a way to give a set of users their own monthly credit limit. It stops one team from accidentally using up all the organization's credit, and it lets you see usage per team.

Who can manage budget groups? Only Owner and Admin.

Why use budget groups?

Imagine your organization shares one pool of credit. Without limits, the marketing team could spend everything before support gets a turn. Budget groups solve this:

• Put the support team in one group with a monthly limit.
• Put the marketing team in another.
• Each group spends only up to its own cap, and you can watch usage per user.

What a budget group contains

Step 1 — Open the Budget Groups page

Open the Organizations page → select your organization → Settings tab → Budget Groups tile.

Step 2 — Create a budget group

1. Click New Budget Group. When there are no groups yet, the empty state No budget groups yet shows the same button.
2. Fill in Name (required), and optionally Monthly User Limit and Builder Limit.
3. Click Save.

The new group appears in the list showing its name, user limit and builder limit (or "No limit"), and user count.

Step 3 — Assign users to the group

1. In the group's Users column, click the Add users (or Edit users) icon. The Assign Users dialog opens.
2. Search and tick the users to add; untick anyone to take them out.
3. Click Save.

Each assigned user is now capped by this group's monthly limit. A user belongs to one budget group at a time. To remove someone, untick them — they fall back to the organization default.

Several users can also be assigned at once from the Users page with Set Budget Group — see Users & Invitations.

Editing and deleting

• Edit (pencil icon): change the name or limits at any time.
• Delete (trash icon): removes the group after a confirmation. Its user assignments are cleared, so those users are no longer capped by it.

Worked example

Goal: Dina wants the support team capped at 50,000 credits each per month.

1. On the Budget Groups page she clicks New Budget Group.
2. Name = Support Team, Monthly User Limit = 50000.
3. She clicks Save, then the Add users icon on the new group, ticks her two support agents, and clicks Save.
4. Each support agent can now use up to 50,000 credits/month; the marketing team's budget is untouched.

Next step

See how credit and the Billing role work across the whole organization: Billing & Credits.