Knowledge Base

The Credit Allocation feature lets managers control how many credits each user can use within a set time period.

Credits are automatically given to users based on a cycle, or can be fixed.

You can set the same allocation for all users, or adjust each user separately.

Use the Credit Allocation toggle at the top of the page.

• On – credits are controlled by rules and cycles
  

• Off – no restrictions are applied
  

At the top of the page, you can set a default renewal date and settings.

Tick the checkbox to:

• apply the same settings to all users
  

This saves time when everyone should have the same allocation.

You can still change individual users later if needed.

Each user can have one of the following 'Renewal' allocation options:

For each user, you can set:

Allocation - Number of credits the user receives per cycle. The allocated credits become available only from the cycle start date. If a user needs to use credits before this date, extra credits must be allocated.

Renewal - Type of allocation:

• Daily
  
• Weekly
  
• Monthly
  
• Fixed (Contract)
  
• Unlimited
  

Frequency - How often the cycle resets.

Examples:

• Frequency 1 → every cycle
  
• Frequency 2 → every 2 cycles
  
• Frequency 3 → every 3 cycles
  

On the - Day of week or day of month when the reset happens.

Start Date -shows when the allocation begins.

Next Renewal Date - Shows when the next reset will happen.

Scenario:

• Allocation: 10 credits
  
• Renewal: Weekly
  
• Frequency: 2
  
• On: Monday
  

Extra credits are separate from the normal allocation and can be used at any time, including before the next allocation start date begins. 

They are used:

• outside the allocation cycle
  
• or before the start date
  

• number of credits (allocation amount)
  
• renewal type (weekly, monthly, fixed)
  
• frequency
  

• A new start date is created
  
• The current cycle ends immediately
  
• Credits used in the current cycle reset to 0
  
• Total credits used for the whole contract remain unchanged
  

• The user cannot use the assigned credits allocation
  
• The user can use available extra credits
  

• 10 credits weekly
  
• Reset every Monday
  

• 20 credits weekly
  

• A new start date is created
  
• This week’s used credits reset to 0
  
• The user uses extra credits until the new cycle start date
  
• Total contract usage is still tracked correctly
  

• A separate start date is automatically defined for that user
  
• Their allocation begins from this date
  
• They follow their own cycle, independent from other users
  
• Using credits before the start date
  

• The user cannot use their normal allocation yet
  
• You can assign extra credits so they can start working immediately
  

• More users may consume credits faster
  
• Existing users may run out of credits sooner than expected
  
• You may need to increase or adjust allocations for current users
  
• It is recommended to recheck allocations for all users after adding someone new.
  

• Allocation: 20 credits
  

• The user can only use extra credits
  

The Inactive Users section shows users who are not currently receiving credit allocations but who have used credits in the past under the contract.

This section helps administrators understand how many credits were used by users who are no longer actively assigned credits.

1. Disabled users are users who no longer use the contract:

• Their account has been disabled.
  
• They cannot receive new credit allocations.
  
• The system still shows how many credits they previously used while they were active.
  

2. Not Assigned users are users who previously used credits but currently do not have a credit allocation:

• Their account is still active.
  
• They are temporarily not assigned credits.
  
• They may receive credit allocations again in the future for the same contract.