How to Set Gifter Budgets and Spending Limits

Gifter budgets let Admins decide how much each Gifter can spend and how often that budget resets. This guide shows where to find the budget settings for an existing user or a new one and what each limit controls. For a full overview of the Admin, Gifter, and Auditor roles, see [How to Add or Remove Users and Set User Roles].

Budget settings are only available on the Gifter role. Admins do not have budget fields.

Open a Gifter’s settings

For an existing user

1. Click the Organization tab.
2. Scroll to the Users section.
3. Click the pencil icon next to the Gifter whose budget you want to set.

For a new user

1. In the Users section, click Invite User.
2. Enter their email and set the role to Gifter.
3. Open the More options toggle to reveal the budget fields.

Set the budget

You can use any combination of the three limits. Orders that exceed a limit are held for Admin approval rather than blocked.

• Total credit limit: A cap on all of the Gifter’s orders combined, measured against unpaid invoices. Spending frees up as invoices are paid.
• Limit per order: A cap on any single order. Orders above this amount go to Admin approval.
• Total spending limit: The maximum the Gifter can spend during the selected period. This is the setting most teams think of as a budget.
• Period: Choose monthly or yearly for the spending limit. The budget resets at the start of each period.

Below the limits you can also:

• Assign the Gifter to a billing contact. If your account has only one, it is assigned automatically.
• Choose which programs the Gifter can see. Remove any program you do not want them ordering from, for example leaving only Gift Card+ visible.

Click Submit to save.

Track budget usage

Back in the Users list, the Gifter’s budget appears next to their name, for example a $100 yearly budget, along with how much of it has been used. You can return to the pencil icon at any time to adjust the amount, change the period, or update program access.

Tips for Gifter budgets

• Monthly budgets suit ongoing recognition programs. Yearly budgets suit teams that spend in bursts, such as around the holidays.
• Pair a spending limit with a per-order limit if you want visibility into large individual gifts even when the overall budget has room.
• Check the usage column before the end of a period to see which Gifters have budget left to use.

Need help?

If you have questions about setting up Gifter budgets, reach out to our team at clients@corporatetraditions.com. We are always happy to help.