How managers request credits and owners approve them

Who can do this: managers request; organisation owners approve Plan needed: any organisation workspace, including free

Steps for managers

1. Open your Organisation and choose the course or diagnostic for your team member.
2. Choose the people it's for and send the request.
3. You'll see it as pending until the owner decides.

Steps for owners

1. Open your Organisation. Pending requests appear in the credit requests card.
2. Check who it's for and how many credits it uses.
3. Select Approve or Decline.

If your workspace is connected to Slack, owners can also approve or decline from the Slack message.

What happens next

• Approved: credits are spent and the course is booked. The learner gets an email with how to start.
• Declined: nothing is spent and the manager sees the request as declined.

Why can't I see this?

• Approve is missing: only the owner can approve spends.
• Not enough credits: the owner needs to buy credits first using Buy credits in the organisation header.

How long do credits last?

Credits expire 12 months after purchase. The oldest credits are always spent first, so approved requests use the credits closest to expiring.