Role
Account Owner / Company Admin – configure and manage budgets
Budget admins – spend from their budget and request more
Plan
Pro and Enterprise (Rewards / Coins enabled)
Prerequisites
Rewards and Coins are enabled
You can open Rewards → Coins Budget
1. Open the Coin Budget page
In the left‑hand sidebar, click Rewards.
At the top, click the Coins Budget tab.
2. Give or edit budgets for admins
On Coins Budget, click Manage budget.
In the 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
Use a negative value to subtract coins.
Add a short Description (for example “Q2 competition budget”).
Click Confirm.
Notes:
You can give the same amount to several admins at once, or adjust each individually.
Account admins can also give themselves a budget in the same way.
Budgets are not tied to a fixed time period – you decide when and how much to allocate.
3. Budget admins requesting more budget
Budget admins can request more coins when they need a larger budget.
Go to Rewards → Coins Budget.
Click Request budget.
In the popup:
Enter the number of Coins requested.
Add a Description (for example “Endorsement allowance for Q3”).
Click Send request.
4. Approving or declining budget requests
Incoming requests appear in the Budget requests section at the top of Coins Budget.
For each request, review:
User
Amount
Description
Click Accept or Decline for each request, or use Accept all to approve all pending requests.
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:
Click New → Endorse and fill out the endorsement as usual (recipient, category, comment, coins).
Under source of coins, choose:
From my budget – spends from your allocated coin budget.
From my own coins – spends from coins you have 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 remaining budgets in one view:
Go to Rewards → Coins Budget.
In the table, review for each budget admin:
Budget – total budget allocated
Budget spent – coins already 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 detailed breakdown:
In Rewards → Coins Budget, click a user’s name (for example Cailin Kless).
You’ll see that user’s budget history, including:
Budget entries (coins received from Account Owners / Company Admins)
Endorsement or competition entries (coins spent)
Status and how much went out in the selected period
Budget admins can use this view to track their own spending, while account admins can monitor how much is being spent on endorsements and competitions to keep everyone within the intended limits.
What if this doesn’t work?
I don’t see the Coins Budget tab
You’re likely not an Account Owner / Company Admin or Rewards admin. Ask an admin with access to Rewards to grant you permissions or manage budgets on your behalf.
Budget admins can’t see Request budget
Confirm that they have at least some budget history or have been selected as budget admins (i.e., appear in the Coins Budget list). If they’re missing entirely, an Account Owner needs to give them a budget first.
Endorsements are failing due to insufficient budget
Check Rewards → Coins Budget to see the admin’s Budget left. Either:
Reduce the coins used per endorsement, or
Have an Account Owner add more budget or approve a budget request.