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 ArcGIS Online organizational subscription.
One way to maintain a well-balanced credit budget is to enable and configure credit budgeting and allocation tools. You can enable credit budgeting to manage organizational credits for transaction-based services and tools such as geoenrichment and spatial analysis. Assign a flexible allocation of credits to some or all organization members, or set a default allocation for new members. An allocation of any amount can be assigned to members one at a time or as part of a bulk operation. Allocations for members can be modified at any time.
In addition to these tools, ArcGIS Online offers other strategies for managing, estimating, and monitoring credit usage in your organization. To learn more, see Understand credits.
Enable credit budgeting
Default administrators and those with the correct privileges can enable credit budgeting on transaction-based services and tools such as geoenrichment and spatial analysis.
Credit budgeting does not apply to organizational credits used for the following:
To enable credit budgeting for your organization, follow the steps below:
- Verify that you are signed in as a default administrator or custom role with administrative privileges to manage credit settings.
- At the top of the site, click Organization. On the Overview tab, verify that you have available credits.
If your organization has used all its credits or has a negative balance, you must purchase additional credits before you can enable credit budgeting.
- Click the Settings tab.
- Click Credits on the left side of the page.
- Under Credit allocation, turn on the Enable credit budgeting tools toggle button.
- Optionally enable the Show each member's available credits on their profile page toggle button to show each member's available credits on their profile page.
Once you verify that you want to continue enabling credit budgeting, you can set a default allocation for the organization or begin allocating credits to members. You can also allocate credits as part of the invitation process.
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 receive an email notification that the member has exceeded their allocation. The member also receives 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, and tile generation is suspended until their administrator updates their allocation. As a designated administrator, you can either set their allocation to no allocated limit or provide them 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
If you decide that you no longer want 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 Credits remaining column in the Members table will no longer appear, and the Manage credits option will not be available for individual members.
To disable the credit budgeting functionality, follow the steps below:
- At the top of the site, click Organization and click the Settings tab.
- Click Credits on the left side of the page.
- In the Credit allocation section, turn off the Enable credit budgeting tools toggle button.
- In the pop-up that appears, click Disable to confirm that you want to disable credit budgeting.
Considerations for credit budgeting
Keep the following in mind when you're budgeting credits:
- When you’ve enabled credit budgeting, the Members table displays an additional column that lists the credits remaining of the allocated limit specified for each organization member. When the administrator allocates a specific number of credits, they are listed in the grid immediately upon allocation. If the administrator specifies no allocation limit, No limit displays for that member. As members use 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.
- Some of your organization’s total number of credits may be consumed through storage, premium content accessed through a configured resource proxy, and app-related activities, which are not included in credit budgeting. You may want 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 receive notification when a member has exceeded their credit allocation and are also listed in the notification sent to the member.
- When you enable credit budgeting and the option to show available credits on profile pages but don't allocate specific credit amounts to members, member profiles indicate available credits as equivalent to the organization's total available credits.