> ## Documentation Index
> Fetch the complete documentation index at: https://docs.exec.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add or Remove Member Credits

> How workspace admins adjust coaching credits for people in their workspace

As a workspace admin, you manage a shared pool of coaching credits for your workspace and hand them out to your members. You can top someone up when they're running low, or pull credits back if they were assigned by mistake or are no longer needed - all from your **Members** list.

<Info>
  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](/coaching/credits).
</Info>

***

## 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.

<Steps>
  <Step title="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**.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/exec-79a6bbdb/images/coaching/admin-member-credits-menu.png" alt="The members list with a row's three-dot menu open, showing the Transfer Credits option" />
    </Frame>
  </Step>

  <Step title="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.

    Enter the number of credits under **Transfer Amount**.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/exec-79a6bbdb/images/coaching/admin-transfer-credits.png" alt="The Transfer Credits dialog showing the transfer direction options, a From and To summary, and the Transfer Amount field" />
    </Frame>
  </Step>

  <Step title="Confirm">
    Click **Confirm Transfer**. The member's balance updates right away, and they can spend any added credits immediately.
  </Step>
</Steps>

***

## Adjust several members at once

Use this when you want to set the same balance for a group of people.

<Steps>
  <Step title="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**.
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/exec-79a6bbdb/images/coaching/admin-modify-credits.png" alt="The Modify Credits dialog showing the Set Credits field and a note about moving credits between the workspace and the selected members" />
    </Frame>
  </Step>

  <Step title="Confirm">
    Click **Confirm**. You'll see **Credits successfully set**, and each member's balance reflects the new amount.
  </Step>
</Steps>

***

## Getting help

Questions about your workspace's credit balance, or need to add credits to the pool? Email [hello@exec.com](mailto:hello@exec.com) and we'll help.