Handle access and credit requests

What it's for

Decide who joins the team when someone requests access, and answer members who ask for a spending allowance or report that the shared balance is empty.

Before you start

Be an administrator of the organization.
To receive credit requests, turn on Approve member spending in Settings ▸ General: a member's paid actions then need an allowance.

Steps

1
Open Settings ▸ Members. The queues only appear when a request is waiting for you.
2
In Pending requests, click Approve to let the person in, or Decline (reason optional). With no licence available, the request stays pending: click Add a licence.
3
In Credit requests, Pending tab, read the cost and whether the shared balance covers it.
4
Click Add an allowance to grant the amount (editable), or Decline. For a report that the balance is empty, click Top up, then Mark as handled.

Expected result

The approved person joins the team; the member is notified of your decision. Requests move to the Handled tab. To later remove access from a member, use the removed features: the Permissions button on their row.

Going further

Next tutorial: Switch from the Agent space to the Platform

What it's for

Decide who joins the team when someone requests access, and answer members who ask for a spending allowance or report that the shared balance is empty.

Before you start

Be an administrator of the organization.
To receive credit requests, turn on Approve member spending in Settings ▸ General: a member's paid actions then need an allowance.

Steps

1
Open Settings ▸ Members. The queues only appear when a request is waiting for you.
2
In Pending requests, click Approve to let the person in, or Decline (reason optional). With no licence available, the request stays pending: click Add a licence.
3
In Credit requests, Pending tab, read the cost and whether the shared balance covers it.
4
Click Add an allowance to grant the amount (editable), or Decline. For a report that the balance is empty, click Top up, then Mark as handled.