Some of the tools in your subscription have limits on how much they can be used. This guide will break down how it works for each of them, as well as introduce you to the ways your Admin can check, track, and even allocate credits in Manage Account.


  • Note: If you are one of the small number of WealthEngine clients that have transitioned to an unlimited model, this article does not apply to you. 


This article will cover:

  • Tool Limits
  • Viewing and tracking


Tool Limits


Search

WE Search professional is a combination of platform access and have no usage limits. You can do individual searches, Organization & Address search as many times as you want.


Screen, Prospect & Analyze

These tools are credit-based. Your subscription included a specific number of credits and that number tells you how many people you can send to Screen and/or pull from Prospect (e.g. you can use 10,000 credits to screen 10,000 constituents).


Think of credits like they are a refillable gift card: so as long you have money on the card you can keep buying things, whether in one big purchase or multiple smaller ones. Once you’ve used it up, however, you’ll no longer be able to get anything. You can always put more on that card – but it will cost you more money.


  • Note: Reach out to your Account Manager if you think you might want to purchase more credits.  


Viewing and Tracking

The Admin user can view and track your credit usage in the platform by clicking their name in the top right, select Account from the drop down, and navigate to Manage Account:




Manage Account

Manage Account is a multifaceted area of the platform that is only accessible to the Admin(s) of your account. 



The "Reports" Tab will allow the Admin to view the overall account usage:



Manage Account will also allow you to allocate credits. This is critical because, by default, all users with access to the product will be able to use up those credits at their own discretion. If that risk concerns you, you can alleviate it. In the "Subscription" Tab you’ll see an "Allocate" option beside each tool. In checking that box, you are informing the system that you want to assign allotments of credits. You can then do so in the "Users" tab.