An organization has one balance that the whole team spends from. Owners fill it and can cap how much is spent; members simply use it.
One shared balance
- While you are in an organization, every task and research lookup you run is paid from the organization's balance.
- Your own account balance is kept separate. Nothing is moved in or out of it, it is not used while you are a member, and it is yours again if you leave. On Billing you can switch to Your own account to see it and its history.
- Only owners can add funds or manage the saved card. Members see the balance and the team's spending.
When the balance is too low for a task, the task is refused with a message asking an owner to add funds. Nothing is charged.
Spending limits
Owners can set limits on Organization settings:
- Monthly limit: the most the team may spend on tasks in a calendar month. Billing shows Spent this month.
- Limit per task: the most a single task may cost.
A task that would go over a limit is refused before anything is charged. Research lookups do not count toward these limits.
Who ordered what
Tasks and Results show an Ordered by column, and the billing history lists each task charge with its task. Use Only mine on Tasks or Results to see just your own.