Customer User Budgets allows allow admin staff to set up and maintain budget limits for against individual users for a set period. User budgets override any default customer level budgets that may have been set.
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Set up and maintain Customer budgets for Users. |
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Once Customer User Budgets is enabled, budget limits can be set against a Customer users. There are two ways of doing this: (i) manually set a budget for a particular user or , and (ii) bulk import them for multiple users.
i. Manually Set a Budget for a User
To manually set a budget for a user,
- Navigate to Users → Website Users.
- Use the User Search tool to find a particular user.
- Click Edit for the User.
- In the Customer Details section, click the Budget button for the Customer Account you want to add the budget limit to. (Note - there may only be one Customer account.)
- In the 'User Budget Management' popup, enter budget limit details. Budgets are set to a period defined here. Once the period has finished, the system will reset the budget (until it is deleted).
Budget Amount: enter the budget amount for the period
Used Budget: display field only (amount from the set budget used up is automatically calculated)
Budget Period: select from the dropdown list
Budget Period End Date: enter the end date for the first period. The Budget will be reset after this date.
Notification Email: enter the user's email address if budget notification emails ('budget remaining' and 'budget expiring soon') are to be scheduled
Warning Email Frequency: select how frequently the notification emails are to be sent- To save this budget, click the Update Budget button.
ii. Bulk Import (and Export) User Budgets
To use the bulk import function, a valid CSV file must be prepared first.
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Click on the Import button for a
To set budgets for multiple users,
- Navigate to Users → Website Users.
- Hover over Options at the top right corner of the screen to display the 'Export' and 'Import' functions.
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