🛠️ Access Budget Settings
Click the down arrow next to your profile picture and Select Settings.
Choose Preferences, then click Usage Limits.
📊 Manage Budgets in 3 Ways
1. Company Level – Set monthly budgets and space types for all users.
2. Team Level – Set monthly budgets and space types for teams.
To Customize Limits for Specific Teams, Click Advanced Settings and Click Add Setting.
- Select the Team Name from the dropdown menu.
- Choose a Cost Center, if applicable.
- Choose how to apply the budget:
- For Each User: Set an individual budget for each team member.
- For the Whole Team: Share one total budget across the entire team.
- Set the budget by:
- Value: One overall monthly budget for all space types.
- Space Type: Different monthly budgets for each space type.
- Click Save.
3. Individual Level – Set personalized monthly budget limits by:
- Value: One overall monthly budget for all space types.
- Space Type: Different monthly budgets for each space type.
💳 Individual Credit Card Settings
Allow Overages: Let users pay for bookings beyond their budget by adding a credit card.
Enforce Limits: Apply usage limits to bookings made with individual credit cards.
✅ Click Save to confirm your changes.
To see budgets, Click on Settings, Preferences, Usage Limits:
- For Company you can see your budget here.
- For Team select Advanced Settings and the budget(s) will be visible.
- For Individual, select View all employees, select the employee, go to Flex Space and see budget here.