Spend controls let you delegate gifting to teammates without giving up oversight. Turning it on is a four-piece configuration: roles, optional teams, caps, and the master toggle.
You'll need an Admin role on the account. If your account has one or two senders and a single annual budget, you can skip this entirely — Merch works fine without any caps.
#The fulfillment credit limit (always on)
Worth knowing before you start: every account also has a fulfillment credit limit — the in-flight ceiling on how much allocated-but-not-yet-invoiced work your account can carry at once. Your sales rep sets it; you can't change it from the portal. It applies whenever it's positive, separate from any of the caps below.
#1. Roles
From Settings → Users, assign each teammate one of three roles:
- Admin sets account policy, edits any cap, and turns spend controls on or off.
- Manager runs their own team only — members, caps, and team-assigned campaigns.
- Sender sends from the campaigns they have access to.
Newly invited users default to Admin so they can manage their own account immediately. Demote to Manager or Sender when you want to narrow what someone can do. See Roles, teams, and permissions for the full breakdown.
#2. Teams (optional)
Skip if you only have a few senders. Otherwise, create teams from Settings → Teams to group users for shared budgets and campaign-scoped access. Each team has a Manager and members; the Manager edits the team's caps from then on.
#3. Caps
You can set spend and link caps at three levels:
- Per-user — each sender, with their own period (monthly, quarterly, annual, or lifetime)
- Per-team — shared across team members, same period choices
- Per-campaign — total budget, total invite links, links per sender, and an optional per-recipient cap that overrides the account-wide annual
All caps are optional. Leave a layer blank to skip that constraint.
#4. Turn it on
From Spend Controls (Admin only), flip the toggle. If your current in-flight exposure is already above your fulfillment credit limit, fix that first — either wait for invoicing or ask your sales rep about a higher limit. Once on, every new order is evaluated against your caps and the fulfillment credit limit. Anything that doesn't fit goes on credit hold; recipients see no error.
#FAQs
Can I configure caps before turning controls on? Yes. Caps are advisory until enforcement is on — useful to watch usage for a week or two before flipping the switch.
Do Admins escape their own caps? No. Roles are inclusive; an Admin's sends count against the same per-user cap as anyone else's.
What if I turn it back off? Held orders don't auto-release. They stay held until you raise limits or override them individually.