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Coin Budget

Set up a separate coin budget to ensure individual admins are not overspending

Written by Marius Ekerholt
Updated over 2 months ago

Overview

Coin Budgets help you control how many coins each budget admin can spend on competitions and endorsements.

Account Owners / Company Admins can:

  • Allocate or adjust budgets for selected users

  • Approve or decline budget requests

  • See how much each budget admin has spent and what remains

Budgets are not tied to a fixed time period; you decide the interval and amount when allocating coins.

1. Open the Coin Budget page

  1. Go to Rewards in the left‑hand sidebar navigation.

  2. Click the Coins Budget tab at the top.

2. Give or edit budgets for admins

  1. On the Coins Budget tab, click Manage budget.

  2. In the Manage budget popup:

    • (Optional) Filter by Teams.

    • Under Users, select one or more users you want to give a budget to.

    • In Add Coins, enter how many coins to add (or subtract by using a negative value).

    • Add a short Description (e.g., “Q2 competition budget”).

  3. Click Confirm to apply the change.

You can give the same amount to several admins at once or adjust each admin individually.

Account admins can also give themselves a budget the same way.

3. Budget admins requesting more budget

Budget admins can request additional coins when they need a larger budget.

  1. Go to Rewards → Coins Budget.

  2. Click Request budget.

  1. In the Request budget popup:

    • Enter the number of Coins you’re requesting.

    • Add a Description explaining why (e.g., “Endorsement Allowance”).

  2. Click Send request.

4. Approving or declining budget requests

Incoming requests appear in the Budget Requests section at the top of the Coins Budget tab.

  1. Review each request: user, amount, and description.

  2. Click Accept or Decline for each request, or use Accept all to approve all at once.

When a request is accepted, the requested coins are added to that user’s budget.

5. Using budget vs own coins for endorsements

When a budget admin sends an endorsement, they can choose where the coins come from:

  1. Click New → Endorse and fill out the endorsement as usual (user, category, comment, coins).

  2. Under the source of coins, choose:

    • From my budget – uses coins from your allocated coin budget.

    • From my own coins – uses coins you’ve personally earned.

For competition prizes, budget admins must always use their budget (not personal coins).

6. Seeing how much budget is left per user

Account admins can see the remaining budget for each budget admin:

  1. Go to Rewards → Coins Budget.

  2. In the table, review:

    • Budget – total budget allocated

    • Budget spent – how many coins have been used

    • Reserved budget – coins committed but not yet spent

    • Budget left – coins still available

This gives a quick overview of who still has budget available.

7. Viewing detailed budget usage for one user

For a more detailed breakdown:

  1. In Rewards → Coins Budget, click on a user’s name (e.g., Cailin Kless).

  2. You’ll see that user’s budget history, including:

    • Budget entries (coins received from an Account Owner)

    • Endorsement entries (coins spent on endorsements)

  3. Status, and how much went out this period

Budget admins can also use this view to track their own spending, while account admins can monitor how much is spent on endorsements and competitions to ensure everyone stays within the intended limits.

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