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How to Allocate Process, User and AI Limits for a Company

You can re-allocate and change limits to other companies within your main company.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a year ago

You need to be an administrator to be able to access the company settings. To make changes to limits you need to be an administrator with view global company list permission.

Quick Steps

  1. Click on the Settings in the left menu from the dashboard

  2. Click on Companies

  3. Click on the company name to open the company settings

  4. Set the User Limit

  5. Set the Process Limit

  6. Set the AI Limit

  7. Click on Update Company when you are satisfied with the updates

  8. The limits will now be updated

As an administrator, with the 'view global companies' permission, you have access to apply different limits to different companies within the same instance. The applied limits need to be within the limits that you have available on your default company and will reduce your default companies limits when saved.
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For example, if your default company has 20 users, 100 processes and 5 AI calls set and you transfer 5 users, 10 processes and 2 AI calls to a new company, the default company will have 15 users, 90 processes and 3 AI calls left, and the new company will have what was transferred.

When a company is deleted, the user and process limits will be added back to the default company. However, any unused AI limits when a company is deleted will be transferred back to the default company. For example, if the new company used the AI feature once, then only one will be transferred back to the default company and increase the limit to 18.

You can only re-allocate limits that are associated to companies that are not the default company.

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