Enterprise Administration Tips and Limits

Plans: Enterprise

Use these checks when setting up your team or reviewing how it uses AI.

Tips

• Start with an org default, then add individual exceptions only where needed.
• Use saved roles for common groups of settings, and review each member after applying one.
• Ask members to check Team Policy when their available models or connections differ from what they expect.
• Allocate a small amount first and review Analytics before distributing the rest of the wallet.
• Keep Team wallet fallback off if members should only spend their individual balances.

Known limits

• Pending invites cannot receive credits. The person needs to sign in with their invited email address first.
• Allocations use whole credits. Any fractional balance stays in the team wallet.
• Saved roles do not update members automatically when changed or deleted.
• Extension policy displays can take about five minutes to refresh after a change.
• Switching AI memory off does not delete existing notes. Deleting memory is a separate action and cannot be undone.
• Adding a team connection does not connect every member automatically. Members must complete their own NetSuite connection.
• Subscription billing controls are managed by the primary team admin.

Related Topics

• Enterprise Administration
• Setting Up Members and Connections
• Managing Team AI Policy
• Buying and Sharing Team Credits