Customer User Budgets allows admin staff to set up and maintain budget limits for individual users for a set period. User budgets override any default customer level budgets that may have been set.
| Excerpt | ||
|---|---|---|
| ||
Set up and maintain Customer budgets for Users. |
...
- In the CMS, navigate to Settings → Feature Management → Payment & Checkout.
- Toggle on Customer Budgets, then click Configure.
- In the 'Customer Budgets Management Settings' screen, toggle on Enable Customer Budgets.
- Toggle on Enable Customer Budgets for User.
- If you want a Customer user with no manually set budget limit to default to an unlimited budget, toggle on Treat Undefined Budget Amount as Unlimited Budget. If this toggle is off, any Customer level budget set will serve as the limit for undefined users on this Customer account.
- To save your configurations, click Save or Save & Exit.
2. Set
...
User budgets
Once Customer User Budgets is enabled, you budget limits can be set against a budget limits for Customer users. There are two ways of doing this: manually for a particular user or bulk import them for multiple users.
...