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Custom Roles - Credit Limits

Updated over 2 weeks ago

Per-User Monthly Credit Limits on Custom Roles

Custom roles support an optional monthly credit limit that caps how many credits each assigned user can consume per calendar month. If left empty, users have no individual cap and are only subject to org-level limits. Usage resets at the start of each calendar month (UTC).
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To learn more about setting up Custom Roles please see the Custom Roles support guide.


How Limits Are Enforced

  • Blocked at request start - If a user is at or over their limit when initiating any credit-consuming action, the request is blocked with the message: "You have reached your monthly usage limit. Please contact an administrator."

  • Warning banner - A warning appears in the UI once a user reaches 80% of their limit, and updates again when they exceed it.

  • Mid-stream enforcement - For long-running operations, the system can also halt execution mid-stream if the limit is reached during the operation.


Who Can Set Credit Limits

Any user with the Manage User Roles permission can set credit limits on custom roles. No separate permission is required. This includes:

  • MSP Admins - manage roles and limits across all tenants

  • Users with manage_user_roles or manage_own_entity_users - manage roles scoped to their own entity


Key Considerations

Consideration

Detail

Custom roles only

Built-in default roles (e.g., Client Admin, General User) do not support per-user credit limits.

Per-role, not per-user

All users on the same custom role share the same cap. Create separate roles for different individual limits.

No limit = unlimited

An empty credit limit field means no individual cap; org-level limits still apply.

Independent of org limits

A user can be blocked by their role limit even if the org still has credits, and vice versa.

Zero blocks all usage

Setting the limit to zero prevents the user from consuming any credits.

One role per user per entity

Users cannot hold multiple custom roles simultaneously; credit limits cannot be stacked.

Changes apply immediately

Updating a role's credit limit takes effect instantly, evaluated against current-month usage.

Duplicating copies the limit

Duplicating a custom role carries over its credit limit value to the new role.

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