Configure credits

The management and control of expenditures is an important component of the efficient administration of any organization. Storage, analytics, premium content, and publishing content are operations that consume credits associated with your organizational subscription.

ArcGIS Online provides organization administrators several strategies to achieve the objective of maintaining a well-balanced credit budget. One such strategy is to create and assign custom roles with specific, well-honed privileges and monitor credit usage across the organization.

An additional strategy is to craft a budget that assigns a flexible allocation of credits to some or all organization members. An allocation of any amount can be assigned to your members one at a time or as part of a bulk operation. Allocations for members may be modified at any time.

If this budgeting method does not meet your needs, you can revert to solely making use of the organization-wide credit monitoring strategy. Enabling credit budgeting is a privilege reserved for the administrator role.

To enable credit budgeting for your organization, follow the steps below:

  1. Verify that you are signed in as an administrator of your organization.
  2. Click My Organization at the top of the site and click Edit Settings.
  3. Click Credits on the left side of the page.
  4. In the Credit Budgeting and Allocation section, check Enable credit budgeting tools.

Once you verify that you want to continue enabling credit budgeting, you can start allocating credits to members.

Allocate credits to members

Whether you’re allocating credits to members in bulk or to an individual member, you can specify one of two settings—an explicit number of credits or no allocated limit, which is equivalent to the organization’s total number of credits.

Allocate credits in bulk

To allocate credits to several members at once, follow the steps below.

  1. Click My Organization at the top of the site and click Edit Settings.
  2. Click Credits on the left side of the page.
  3. Click the Manage Budget button.
  4. Filter the list of your organization’s members by Name, Group, or Role. Click the names in the Member list to move them to the Selected Members list or click Add All to move all members. Click a name to remove it from the Selected Members list.
  5. Click Next and in the pop-up that appears, allocate either a number of credits or no allocated limit to the selected members. Click Allocate to finish.

Allocate credits to an individual member

To allocate credits to an individual member, follow the steps below.

  1. Click My Organization at the top of the site.
  2. In the row of the member to whom you want to allocate credits, click the action button Actions and click Manage Credits.
  3. Choose to set allocation to a specific number of credits or no allocated limit and click Allocate.

If members exceed their allocated credits

Some members may use ArcGIS credit-consuming functionality extensively and, in the process, exceed their initial credit allocation. If this happens, designated administrators will receive an email notification that the member has exceeded their allocation. The member will also receive a notification advising them that one or more administrators have been notified that their ability to perform batch geocoding, network analysis, spatial analysis, geoenrichment, demographics, elevation analysis, and tile generation will be suspended until their administrator updates their allocation. As a designated administrator you can either set their allocation to no allocated limit or provide them with additional credits using the same tools you used to make the original allocations. Alternatively, you can contact them directly to confirm that no additional credits will be allocated to them.

Disable credit budgeting tools

You may decide that you no longer wish to manage your organization’s credits with the credit budgeting tools that are available. No credits will be lost, but individual credit ceilings will be removed and any individual's suspended privileges will be restored. In addition, the Available credits column in the Members grid will no longer appear nor will the Manage Credits option appear in the Action drop-down list.

To disable the credit budgeting functionality, follow the steps below:

  1. Click My Organization at the top of the site and click Edit Settings.
  2. Click Credits on the left side of the page.
  3. In the Credit Budgeting and Allocation section, uncheck Enable credit budgeting tools.
  4. In the pop-up that appears, click Disable to confirm that you want to disable credit budgeting.

Considerations for credit budgeting

  • When you’ve enabled credit budgeting, the Members grid on the My Organization page displays an additional column that lists the available credits allocated to organization members. The column can display a numeric value that can range from 0 to the total number of credits remaining in the organization’s account. When the administrator sets a specific number of credits, they are listed in the grid immediately upon allocation. If the administrator specifies no allocation limit, a number equivalent to the organization’s total available credits at the time of allocation displays as the number of available credits. As members make use of credit-consuming functionality in ArcGIS, their available credits and the total number of your organization’s credits will decrement. If the administrator updates a member’s allocation, their available credits may increment or decrement. In some cases, the value listed for some members may exceed the organization’s total number of available credits.
  • Some of your organization’s total number of credits may be consumed through storage, premium content, and app-related activities. You may find it advisable to maintain your budget with these activities in mind.
  • Make sure to specify at least one administrative point of contact in the Administrative Contacts section of the organization's General settings. The designated administrator or administrators will receive a notification when a member has exceeded their credit allocation and will also be listed in the notification sent to the member.
  • If you enable credit budgeting for your organization but don't allocate specific credit amounts to members, all members will have—and be listed as having—the equivalent of the organization's total number of available credits.