Agency Control Over Daily Usage Limits for Apps

About Agency Control Over Daily Usage Limits

This feature allows agency owners and administrators to set daily usage caps for applications in the CRM Marketplace that charge based on usage. By establishing these limits, you can maintain predictable spending and prevent budget overruns from third-party API calls. This tool provides centralized oversight, reinforcing financial control and operational stability for your agency.

Benefits of Setting Daily Usage Limits

Implementing daily usage limits offers several key advantages for your agency:

• Cost Management: Cap daily spending to avoid unexpected charges from usage-based apps.
• Predictable Billing: Ensure client invoices remain consistent by controlling external costs.
• Centralized Control: Manage all Marketplace settings from a single page accessible only to agency owners and admins.
• Streamlined Oversight: Use a dedicated interface designed specifically for agency-level administration.

Accessing the Agency Controls Settings Page

The Agency Controls settings page serves as a centralized hub for managing Marketplace configurations. This page is exclusively available to agency owners and administrators, providing an intuitive layout that consolidates all relevant controls in one place. From here, you can monitor and adjust usage limits with ease, enhancing your financial oversight.

How to Set Up Daily Usage Limits

Follow these steps to configure daily usage limits for your installed apps:

1. Log into your agency account in the CRM.
2. From the left-hand navigation menu, select App Marketplace.
3. Click the Settings button.
4. Within the Settings area, choose App Usage Limits.
5. Find the app you wish to manage and click the Set Usage Limit button next to it.
6. Enter the maximum number of daily executions you want to allow in the numeric field provided.
7. Click Save to apply the limit.

Frequently Asked Questions

Who can set daily usage limits?

Only agency owners and administrators have access to this feature.

Why are daily usage limits important?

They help prevent budget overages by capping daily spending on apps with usage-based pricing.

Can I change the limits after setting them?

Yes, agency admins can adjust the limits at any time to meet changing budget needs.

Can I limit only the apps my agency has installed?

Yes. Use the App Status filter and select Installed apps to view and set limits exclusively for apps currently in use.