Creating a budget for incentives 💵

Budgets help you control how incentive funds are used across your team. You can add funds to budgets from invoices or credit cards, create multiple budgets, assign owners, and manage who has access.

How to create a budget

1. Head to Incentives
2. Click Budgets
3. Click Create budget
4. Fill out the budget details below

Everything you need inside a budget

Budget name

Enter a name that describes how the budget will be used. Examples:

• Marketing
• Product Team Incentives
• Q1 Customer Interviews
• Maybe even put a PO12345 in the budget name if you're wild

Description (optional)

Add notes about the purpose of the budget.

Owner

Select the person responsible for managing the budget on your team, or invite someone new pending seats available on your plan.

The owner can:

• Track spending
• Manage access
• Monitor activity

Permissions

Choose who can use the budget to pay incentives. Options include:

Everyone in my account has access

All team members can use this budget.

Only specific people have access

Select individual users who can use this budget.

Only specific teams have access

Select one or more teams that can access the budget.

Using teams makes it easier to manage permissions for a budget, since it's partially just a group of people. But that's it, you're all done!  Click Create

Your budget will now appear in the Budgets dashboard.