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Overview

Managers → Budget (/managers/3) is the manager-scoped view of learning budget — focused on approvals and team-level credit tracking. It’s a subset of the full admin Budget panel; you see what your direct reports do, and you act on requests that route to you.

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What you can do here

What you DON’T see (admin-only): Credit Policies, Payments, Automations.

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Approving a request

  1. Open Managers → Budget → Requests (or click the request notification you received).
  2. Review: requested content, cost, requester, manager justification (if provided).
  3. Pick an action:
    • Approve — request moves to admin for fulfillment (voucher, reimbursement, or direct purchase).
    • Deny — request is closed; the requester sees the reason if you add one.
    • Request more info — send the request back to the user with a comment.
After approval, the admin handles fulfillment. You’ll see the status update once the user redeems their voucher / submits a receipt / receives the content.

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Why it needs your approval

The Approve Request dialog explains in plain language why the request reached you. For example:
  • “This request costs 500,whichisabovethe500, which is above the 300 limit set by this policy.”
  • “This is a Coaching request. Requests of this type need approval under this policy.”
  • “The requester has reached this policy’s limit of 3 requests, so this one needs approval.”
If the policy has an extra note, it shows as Additional info. For a subscription longer than one month, the dialog also shows the number of monthly payments, the monthly price, and the total.

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Tracking team spend

The Users Credits sub-tab shows how each direct report is using their allocated budget. Use it to:
  • See who’s actively using their credits and who isn’t.
  • Spot patterns (e.g. one person spending heavily on a single provider).
  • Decide whether to nudge under-utilizers or recommend resources.

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Manager vs. admin budget

If you need policy or payment-level controls, those live in the admin Budget panel — see Budget & Credits (Admin).

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Paying when you assign priced content

If your organization sells learning through Stripe and you’re a Manager or Manager & Instructor who isn’t an admin, assigning a Course or Journey that has a price means you pay for the seats, including content you co-edit. Assigning free content works as usual. Admins assign without paying.
1

Start the assignment

Assign the Course or Journey as usual. See Assigning Learning.
2

Review the price

A final step shows the price per person, the number of people you selected, and the estimated total. You’re only charged for people who aren’t already assigned to this content.
3

Select Pay & assign

Secure checkout opens in a new tab. If your browser blocks it, select Open checkout.
4

Pay

The final amount appears on the checkout page before you enter a card. Once the payment goes through, everyone you selected is assigned automatically. This happens even if you close the assignment dialog.
If nobody you selected needs a new seat, for example when you only change a due date for people who already have the content, you still select Pay & assign, but nothing is charged and the assignment goes through right away. Your organization’s admins can see these purchases in Admin → Content → Purchases. See Stripe purchases.
Last modified on October 8, 2026