This is an admin task. You’ll only see these options if you’re a workspace admin and coaching is enabled for your workspace. For how credits work from a participant’s point of view, see Coaching Credits.
Where member credits come from
Your workspace has a single shared credit balance. When you add credits to a member, they’re drawn from that workspace pool; when you remove credits from a member, they go back into the pool. So moving credits to and from members doesn’t create or destroy credits - it just distributes what your workspace has. If the workspace pool is running low, you’ll need to purchase more before you can keep assigning credits.Adjust one member’s credits
Use this when you want to add or remove a specific number of credits for a single person.Open the member's actions
Go to your workspace Members list, find the person, and open the three-dot menu on their row (or on their profile page). Choose Transfer Credits.
Choose the direction and amount
In the Transfer Credits dialog, pick the direction:
- Transfer to the member - to add credits to their account.
- Transfer from the member - to remove credits and return them to the workspace pool.
Adjust several members at once
Use this when you want to set the same balance for a group of people.Select members
On the Members list, use the checkboxes to select everyone you want to update. A selection bar appears with bulk actions - click Modify Credits.
Set the balance
In the Modify Credits dialog, enter a number under Set Credits. This sets each selected member’s balance to that number rather than adding to it - so if someone has 2 credits and you set 5, they’ll have 5; set a lower number to remove credits. The difference is moved between the member and your workspace pool automatically.