Credit Preferences

All branches under one Company set up on Spectre, have access to the same pot of credits. If you are looking to control your credit spend, it may be useful to apply a monthly budget to each of your accounts. 

From the Spectre Dashboard, go to Settings > Credit Preferences. You can then proceed to set up a credit limit which would be applied to all branches. You can also remove all limits from this section of the page and would have the option to set a Land Registry purchase limit, as well as, a monthly Campaign limit against all branches. 

From here you can also set up the ‘Automatic Top-Up’ of credits which would enable Spectre to automatically purchase a credit package on your behalf, as soon as your Company Credit pot dropped below a certain threshold. 

Alternatively, you could set up a ‘Low Credit Warning’ so that each time your credits dropped below a certain level, you would receive an email notification. 

If you would like each branch to have a unique credit limit, you would need to scroll down the page to ‘Manage credit purchasing for branches and users’ where you will be presented with a list of all Accounts that sit under your Company. 

From here, you can jump into each branch and set an individual limit for Generic Letters and Land Registry purchases, you can also view how many credits the branch has used in the last month vs how many credits used this month. 

In order to set a credit limit against the Campaigns feature, you would need to scroll further down the page where you will find a duplicated list of Accounts under ‘Manage campaign limit for branches’. You would need to jump into each account accordingly and set your preference, ensuring you are clicking ‘Set’ before proceeding onto the next account.