Track how your team uses credits, purchase more as needed, and manage allocations from the Credits page in emailHygiene. This guide will walk you through what each section shows and how to take action.
1. View your team’s credit usage
- From the left-hand menu, click Credits.
- The first, you’ll see Your Team’s Credit Usage chart. This gives you a snapshot of how many credits are being added and used within your organization.
- Use the Date Range and User filters in the upper-right to narrow the data.
This view helps you quickly spot usage trends and whether your team is close to reaching limits.
2. See how many credits are available
- Scroll down to the Your Team’s Available Credits section.
- Here, you can see how many credits are already allocated along with available credits to allocate later.
- To add credits, click the red Add Credits button to enter the purchase credits flow.
3. Check current credit pricing
- Below the available credits, you’ll see the Credit Rates section.
- This outlines the price per credit for each type and the current volume pricing bracket.
4. Manage team credit distribution
- The Your Team section shows how credits are distributed by user.
- Users are listed with their role (e.g. Admin, User) and a breakdown of:
- HV Bundled credits assigned
- The + buttons next to each category let you allocate credits from the unallocated pool.
5. Transfer or automate credit allocations
- After clicking the + icon, you'll see a pop-up menu with two options: Transfer and Auto Renew.
Transfer Tab:
- Use the Transfer Source dropdown to select a user who has enough credits.
- Type or click a quick-add amount (+100, +500, etc.) under Transfer Credit Amount.
- Click Transfer Credits to continue.
- A Confirm Transfer Details window will appear:
- This screen summarizes the source and destination of the transfer.
- You’ll see updated totals for each side before finalizing.
- Click Transfer Credits to complete, or Cancel to go back.
If the Transfer button is greyed out, double-check the source has enough credits available.
Auto Renew Tab:
- Set a Threshold—the credit level at which the system should automatically replenish a user’s balance.
- Enter an Increment—the number of credits to auto-assign when the threshold is reached.
- Read the Billing Reminder carefully. It explains that your account will be invoiced automatically each time an auto-renew occurs.
- Check the acknowledgment box to confirm you understand the billing responsibility.
- Click Save to activate auto-renew for that user.
Auto Renew ensures users never run out of credits during critical tasks.
Tip: Unallocated credits
In rare cases, credits may land in the Unallocated Credits Pool after purchase or after allocating from one user to another user. These credits from the Unallocated Credits Pool can be manually distributed to any user follow the steps above using Unallocated Credits as the Source.