Getting Started for Admins: Team Budgets

This guide goes over how budgets work in Postal.

Applies to: Admins/Team Admins (limited)

What You Will Learn

What is a budget?
How to adjust a budget

What is a budget?

Budgets are used to limit user spending. Simply, Budget = the rules around how your funds are spent. A Budget is shown in the $xxx format but does not reflect that actual balance (or funds) in your Billing Account.

Budgets always show an aggregate number (in USD) regardless of the currency attached to teams.

Disabling a budget will cause the Budget Remaining (normally found in the top right corner while moving through Postal) to change to the Balance available. This is an aggregate of all the Fund Management Accounts tied to the team.

Let’s define a few options to help you make decisions.

Budget Modes

Disabled - There is no budget and team members can spend until the available balance is empty.
Pooled - All team members share a budget and each member can spend until either the shared budget is reached or the available balance is empty.
Per User - Each team member has their own individual budget and they can spend until their budget is reached or the available balance is empty. This also allows for individual budgets to be adjusted.

Budget Duration - The length of time before a budget resets.

Budget Amount - The total amount of funds that can be spent during the budget period

Remaining Budget - The current remaining budget

Best Practice! Adding funds and setting budgets go hand in hand. Make sure that Auto Reload is turned on to always ensure your team is able to spend until they reach the limit of their budget.

Budget options are initially selected when creating your team for the first time. Let’s get into updating existing team budgets.

How to adjust a budget

There are two options for adjusting budgets.

Adjust the entire team budget
Adjust individual budgets (the Per User budget option must be selected)

Team Budget

Starting in Team Budgets, find the team that you wish to adjust and edit the Budget Amount section.

Example 1: if you wanted to add $300 to your existing budget, change the $1200 to $1500.

Example 2: if you wanted to remove $300 from your existing budget, change the $1200 to $900

Your Remaining budget section will update based on your changes.

Individual Budget

Starting in Team Budgets, find the team that you wish to adjust and select Manage Users. A list of every User on the team will show and a Budget on the far right with an up and down arrow next to the word Amount. Select Amount.

From the modal, work through the following:

Add/Remove - Choose whether you are adding or removing budget from this user

Team - choose what team you are impacting with this change

Remaining Budget - the current budget remaining

Additional/Removed Budget - add the amount of budget you wish to adjust

Total Budget - the total budget number

Then select Add/Remove Budget depending on which action you are taking.

The individual budget will update based on your changes.

Next up: Branding in your Instance >

< Previous: Adding a Team

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