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Managing credit usage alerts and per-user credit limits

Manage credit alerts and set usage limits for your organization

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

How to set up Credit Usage Alerts and Per-User Credit Limits

Cassidy's Credit Usage Alerts and Per-User Credit Limits give organization admins better control over team spending and usage patterns. By configuring these settings, organization admins can maintain greater visibility and control over credit consumption, especially in scenarios such as bulk workflow runs or lengthy chats with expensive models.

Credit Usage Alerts

Credit Usage Alerts notify admins when team members exceed a specified credit threshold during a billing period. These alerts are informational only and do not block users from consuming additional credits.

To configure Credit Usage Alerts, follow these steps:

  1. Open Organization Settings: Click your name in the bottom-left of the sidebar, then click the settings icon for your organization.

    *This option is only available if you're an Admin.

  2. Navigate to the Usage tab: In the Organization Settings window, click "Usage Limits" under the Usage section and enable “Credit Usage Alerts.”

  3. Configure Credit Alert Threshold: Specify the number of credits that trigger an alert (e.g., 500 credits per billing period).

  4. Enable user notifications (optional): Toggle on "Notify the user who triggered the alert" if you want the user to receive an email notification when they exceed the threshold.

  5. Select admins to notify: Choose which admins should receive email notifications when a user exceeds the threshold.

  6. Save your settings: Click "Save" to apply your credit alert configuration.

*Admins will receive an email alert whenever any user exceeds the defined credit threshold in a billing period.

Per-User Credit Limits

Credit limits provide stricter control by preventing users from consuming credits once they reach their specified limit. When a user hits their limit, they'll be blocked from credit-consuming actions and shown an explanation.

To configure Per-User Credit Limits, follow these steps:

  1. Open Organization Settings: Click your name in the bottom-left of the sidebar, then click the settings icon for your organization.

  2. Enable Per-User Credit Limits: In the Organization Settings window, click "Usage Limits" under the Usage section, and toggle on "Per-User Credit Limits.”

  3. Set the Default Limit Per User: Under the "Default Limit Per User" section, specify the credit limit that applies to all users (for example, 1000 credits per billing period).

  4. Select Admins to Notify: Choose which admins should receive email notifications when any user hits their credit limit.

  5. Configure exclusions (optional): Toggle on the following options if you want to exclude certain usage from counting toward credit limits:

    • Exclude Agent External Deployments from Credit Limits: Credits used by externally deployed Agents will not count toward user limits.

    • Exclude Workflows from Credit Limits: Credits used by Workflows will not count toward user limits.

  6. Add custom limits for specific users (optional): Click "Add Custom Limit" to override the default limit for individual users.

    • Select the user and set custom limits to a specific value or leave them unlimited.

  7. Monitor users exceeding their budget: Review the "Users Exceeding Credit Budget" section to see which users have exceeded their credit limit in the current billing period, along with their current usage and limit.

  8. Save your settings: Click "Save" to apply your credit limit configuration.

*Credit limits reset each billing period. Custom limits take precedence over the default limit.

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