How to Set Monthly Limits for Shared Team Credits

With shared credits, clarify how much each person may use this month and who needs a temporary adjustment. The member list shows usage and limits; quota settings let you change them.

Set a monthly credit cap for each active member or leave selected members unlimited. The member list directly shows each person's used / limit, so you can assess status without opening quota settings.

Imagine a three-person team making a camping film for an outdoor brand: the lead sets the style, the scene designer tests campsite images, and a short-term contributor handles two product references. List their tasks before assigning caps, then check usage and limits. The numbers here are UI examples, not a production quote. Individual caps alone do not guarantee the total team budget.

Read Used / Limit first, then open quota settings if needed. Blank, a positive number and 0 have different meanings—never use 0 to mean unlimited.

Check usage before deciding caps

Shared-credit collaboration quickly raises familiar questions:

1. The owner wants to control the monthly shared-credit budget
2. Admins need to distribute allowances across members
3. Short-term contributors need different caps from core members
4. Managers want a quick overview without opening every member's settings

Check the member list before changing caps, so the discussion uses actual usage and limits rather than impressions.

From member list to saved quota

1. Check status in the member list

Each member's quota summary is visible directly in the list. You can see information such as 1200/5000 without opening detailed settings.

This makes it easy to see:

1. Who is nearing this month's cap?
2. Who currently has no cap?
3. Who has an allowance but little usage this month?

For example, at 1200/5000, compare the member's upcoming workload before deciding whether to adjust the cap.

2. Open quota settings when the policy needs changing

To adjust member limits, open Quota settings. Configure each active member there and inspect detailed status before saving.

3. Use three states for most team needs

Distinguish these entries before saving:

1. Leave blank: unlimited for that member
2. Enter a positive number: sets a monthly cap
3. Enter 0: blocks the member from spending more team credits

Do not confuse blank with 0. Blank means unlimited; 0 blocks further team-credit spending. Check again before saving.

4. Usage resets each UTC calendar month

Member usage resets automatically on the first day of each UTC calendar month. Interpret monthly totals using UTC.

For the first allocation, start from workload

A simple starting policy is:

1. Keep the owner or core lead unlimited
2. Give long-term contributors a cap that matches regular work
3. Set a smaller allowance for short-term or external contributors
4. Review the member list weekly, not only at month end

This is only a starting point. Adjust amounts to each person's workload and the team's budget.

Return to the list to verify changes

Before adjusting, check the member list's used / limit. You don't need to open every quota setting just to read usage.

Use these questions when discussing quotas:

1. Which members are near their limits?
2. Which members are unlimited?
3. Whose usage doesn't match their upcoming workload?

After saving, verify usage and limits in the member list. Check every 0 carefully to confirm that blocking spending is intentional.

Before collaborating, review keeping assets, results and revision notes on the canvas.