Configure company-level spend and credit limits
Marketplace Managers can configure spend limits and credit limits that apply to all marketplace companies.
- Spend limits determine the maximum amount of money that company members can collectively spend, daily and/or over a 30-day period. The limits block any purchase in the user interface or through the API that exceeds the specified amount.
- Credit limits determine the total credit amount a customer can have at any given point in time. (This feature is currently in EA. For more information about Early Availability status, see Product lifecycle phases. )
The options described in this procedure only appear if the Marketplace Manager has enabled company-level spend limit exemptions and overrides. For more information, see Credit limit overview.
If enabled, any user with the Marketplace Manager role can configure such exemptions or overrides for any marketplace company.
To configure company-level spend limits or credit limits
📝 Note: This documentation page may refer to Manage > Marketplace in navigation steps. If the Manage option is not available in your navigation, click the grid icon on the top-left corner of your header and click Marketplace.
- Go to Manage > Marketplace > Dashboard > Home | Companies. The Companies page opens.
- Click the company whose spend limit you want to override. The company details page opens.
- On the Settings tab, in the Billing Settings pane:
- To set the spend limits - select the option for one or both types of spend limit (30-day or daily). You can only configure an exemption or an override for each type.
- Exempt from daily spend limit
- Override daily spend limit - In the box that appears, enter the spend limit and click Save.
- Exempt from thirty days spend limit
- Override thirty days spend limit - In the box that appears, enter the spend limit and click Save.
- To set the Company-level credit limits - select the option for either providing a complete exemption or override the credit limit.
- Exempt from credit limit
- Override credit limit - In the box that appears, enter the spend limit and click Save.
The options appear only when the Credit limit feature has been turned on for your marketplace.
- To set the spend limits - select the option for one or both types of spend limit (30-day or daily). You can only configure an exemption or an override for each type.
For how credit limits interact with spend limits and checkout, see Credit limit.
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