Credits and permissions

In order to create a custom run, you'll need two things:

  • Positive credits on your company account
  • To be set up as an Analyst, Financial Admin or Admin on your company account


You need to purchase 'credits' to create custom runs. 1 credit will buy you one custom run.

You can keep track of your credits balance on your account by looking in the Billing & Pricing page, or within the custom run input form.

If you'd like to learn more about credits, or top up your account, book in a call with our team via this link: here


Update the permissions of your team:

  • Click on the profile icon on the top left of the page
  • Click 'Your teammates'
  • Change the roles of your team so that they can use credits and create custom runs
    • Analyst: Create custom runs.
    • Financial admin: Purchase subscriptions, top up your company's credits, allocate permissions across your teammates, and create custom runs.
    • Admin: Change the permissions of your teammates and spend credits to create custom runs.
    • User: Create custom run drafts, request an Analyst, Admin, or Financial Admin to create your custom run.