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How to automatically add allowance to your Users' account
How to automatically add allowance to your Users' account

As an admin, learn how to automatically add allowances to user accounts when they are running low

Kelly Yoon avatar
Written by Kelly Yoon
Updated over 2 months ago

When your users are running low on their allowances, you can create an automation to automatically add more allowances to their accounts.

To automatically add allowances to users accounts:

  1. Click on the Automations tab (lightning bolt icon) from the left-hand menu

  2. Click Add automation from the top right corner

  3. Click Start from scratch

  4. From the list of Triggers, select Allowance amount changed, and decide whether you'd like to notify users of all types of allowances or for specific allowances (i.e. allowances for conference rooms)

  5. Once configured, click Continue

  6. Below the trigger you created, click Choose an action

  7. From the list of Actions, select Add allowance

  8. Select which allowances you'd like to add to your users' accounts and how much, along with other relevant fields (i.e. offer the allowance for free or charge, expiration date...etc)

  9. Click Done

  10. Add a title, and click on Save and set live in the top right corner

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