Setting credit limits (monthly and per-user)
Credit spending capped at the workspace or per-user level, keeping monthly costs predictable and preventing surprises.
CLIENT-ONLY · How-To
Outcome
Section titled “Outcome”Credit spend capped where you want it, with notifications before limits hit.
Prerequisites
Section titled “Prerequisites”- Owner or Super Admin access
- Multiple users (per-user limits matter most for teams)
Workspace monthly limit
Section titled “Workspace monthly limit”- Go to
Settings, Wallet. - Scroll down
- Set a monthly ceiling for the workspace.
- Choose behavior at the limit: block further reveals, or notify but allow.
- Save.
Per-user limits
Section titled “Per-user limits”- In the same section, open per-user settings.
- Set each user’s monthly cap and save.
[SCREENSHOT: Credit limits settings panel]
Verification
Section titled “Verification”Limits show on the user list. At the cap, reveals are blocked if you chose that option.
Troubleshooting
Section titled “Troubleshooting”- User can’t reveal despite a workspace balance. Their per-user limit may be reached.
Best practices
Section titled “Best practices”- Set the workspace limit slightly above your monthly allocation, so top-ups stay deliberate.
- Solo recruiters rarely need per-user limits. Teams of 3+ usually do, to stop one person burning the shared balance.
- Pair limits with monthly spend reviews. Limits prevent surprises, reviews prevent waste.
- Tell the team before enabling limits; a blocked reveal mid-sourcing surprises people.
Related articles
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