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How to Effectively Manage Sub-user Credit Allocations
How to Effectively Manage Sub-user Credit Allocations

This article explains how to allocate and manage immediate and monthly credits for your sub-users in UpLead, ensuring optimal credit usage.

Uplead Support avatar
Written by Uplead Support
Updated over 2 weeks ago

In this article, you’ll find:


How to Assign Immediate Credits

Step 1: Assign Immediate Credits

Immediate credits are deducted from your account as soon as they are assigned to a subuser. To assign immediate credits, go to the Add New Subuser form and input the desired amount in the Immediate Credits field.

  • Valid Amount: Ensure that the amount entered does not exceed your available credits. You can assign any amount up to the total credits available in your account. For example, if you have 1000 credits, you can assign up to 1000 credits.

  • Maximum Credits: If you try to assign more credits than you have, the system will display an error: "You do not have enough remaining credits for this action."

  • Minimum Credits: You can assign a minimum of 1 credit, but not a negative amount. Any attempt to assign a negative number will result in an error.

Step 2: Verification

Once the credits are assigned, you will see the subuser’s available immediate credits updated on the account page. The amount will be debited from your balance immediately, and you can confirm the assignment in the Credits History section.


How to Assign Monthly Credits

Step 1: Assign Monthly Credits

Monthly credits are assigned for the next month's use and will not be debited until the next billing cycle. To assign them, simply enter the amount in the Monthly Credits field.

  • Valid Amount: You can assign up to the total monthly credit allowance for your account. The system will show an error if you exceed your limit.

  • Debiting: Monthly credits won’t be debited immediately but will be available to the subuser after the next cycle.

Step 2: Verification

The assigned monthly credits will be visible on the subuser’s profile. The credits will be deducted from your account balance starting in the next billing cycle.


Managing Credit History

Step 1: Tracking Credit Allocations

Once credits are assigned, both Immediate and Monthly Credits will be tracked in the Credits History section of the account page. This allows you to monitor all credit allocations.

  • Immediate Credits: These are debited immediately and reflected in the history.

  • Monthly Credits: These are tracked but will not be debited until the next billing cycle.

Step 2: Modifying Credit Allocations

You can edit the credit allocations anytime:

  • Increase Credits: If you assign more immediate credits, the system will automatically debit the difference from your account.

  • Decrease Credits: If you reduce the credits, the system will return the difference to your balance.


Key Considerations

  • Best Practice Tip: 💡 Always check your available credits before assigning them to avoid errors.

  • Common Mistake: ⚠️ Don’t forget that monthly credits are only debited after the next billing cycle.


FAQs

Q: Can I assign more credits than I have?

A: No, the system will not allow you to assign more credits than you have in your account.

Q: What happens if I change the monthly credits after assigning them?

A: Monthly credits will not be debited until the next billing cycle, so any changes made will only take effect then.


Next Steps

  • Learn how to manage subuser permissions

  • Explore troubleshooting for credit allocations

  • Learn more about credit management

Still stuck? Contact UpLead Support for further assistance.

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