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Overview

Managers β†’ Budget (/managers/3) is the manager-scoped view of learning budget β€” 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.

What you can do here

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

Approving a request

  1. Open Managers β†’ Budget β†’ Requests (or click the request notification you received).
  2. Review: requested content, cost, requester, manager justification (if provided).
  3. Pick an action:
    • Approve β€” request moves to admin for fulfillment (voucher, reimbursement, or direct purchase).
    • Deny β€” request is closed; the requester sees the reason if you add one.
    • Request more info β€” 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.

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.

Manager vs. admin budget

If you need policy or payment-level controls, those live in the admin Budget panel β€” see Budget & Credits (Admin).
Last modified on May 18, 2026