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Control who can spend credits

You decide which team members are allowed to use each feature that spends credits, so credits are not burned by accident. Open Team, then the Permissions tab. Every credit-consuming feature has its own switch there, tagged Credits, AI credits or Calling credit, granted or removed per role: Add Prospects (Suggested Audiences, Copilot and API adds, 2 credits per person added with an email), Email Verification (0.5 credits per new address), AI Research Brief (10 AI credits per brief), Account Map (up to 1 credit per page, 10 people a page), AI Assist (the AI buttons outside the Copilot: contact AI insights, meeting follow-up drafts, call summaries on demand and AI email writing), Find Email & Enrich (find a missing work email and fill titles and companies on imported contacts, charged only when we find something), and Find Office Number (a company's main line, from the company's own website or our company records, 1 credit, charged only when one is found). AI Research Brief and AI Assist are in the AI section; the rest are in the Prospecting section. Turn a switch off for a role and members with that role can no longer start that spend; the feature's buttons are hidden for them, so nothing is charged. Companies Search, the Companies tab of Discover, is free and has its own switch, so allowing it never allows spending; searching companies in every country there spends credits and needs People Search. People Search searches and adds from the results grid sit under the People Search switch, and subscribing to or running signals and watchlists under the Watchlists & Signals switch, both in the Prospecting section. Find decision-maker, the one paid signal action, also needs People Search. Permissions are set per role. To limit how much one member can spend, give them a daily limit: open Team, stay on the Members tab, and click the pencil in the Daily limit column next to their name. There are two limits, one for People Search credits and one for AI credits; leave a box empty for no limit. Anyone with Team Management can set limits for other members, never their own, and Super Admins are never limited. The day runs from midnight to midnight, Singapore time, and the limit resets at midnight. Everything a member starts counts toward it: searches, adds, email lookups and checks, enrichment, Add all, AI actions, background jobs they start, automations they built and requests made with their API key. A paid action first holds the most it can cost, so it needs that much room left today, and whatever comes back (a lookup that finds nothing, a page that comes back short) is returned to the limit for the day it was taken. Once the limit is reached the action is refused before anything is charged, with a message such as "You've used today's limit of 50 credits. It resets at midnight." Free actions keep working. A background job stops at the limit and keeps what it finished. Members see what is left under Usage in the sidebar and next to Credits in Discover, for example "Today: 12 of 50 left", and the Members tab shows each member's use today. A daily limit is visible only to that member and to admins who manage the team. The Credits tab of Team shows the same daily limits, for phones too. To set credits aside for a member for the whole cycle, give them a monthly budget on that tab: only they can spend it, and members without a budget share what is left (see "How credits work for teams"). Checks the workspace runs on its own before campaign emails send, automatic call summaries and meeting scoring do not count toward anyone's limit or budget. Super Admins and the workspace owner always keep access. Because these switches gate who can spend, review them when you add a new teammate so a new rep starts with exactly the credit-spending features you intend.

Inside the app, click the help button (bottom corner on a computer, top bar on a phone) to ask the assistant or leave a message for our team.