Manage a User's Funds (ACM Before October 2024)

This article applies to clients with an Academies and Content Marketplace (ACM) license prior to the October 2024 Major Product Release. If you are unsure if this applies to your organization, please contact your CX Representative.

You can manage a user's funds from the Reports page.

To Manage Funds for a User

1. From the Admin View, click Reports from left navigation menu.
   The Reports page displays with the Insights tab open by default.
2. Click the Virtual Cards tab.
3. Select the Cardholders view.
4. Use the search field to find a specific cardholder.
5. Click the Actions menu () next to the user you want to manage funds for.
6. Click Manage Funds.
   The Manage Funds dialog box displays.
7. Click > Edit beside the user’s Learning Budget Limit or Card Balance.
8. Enter the desired Learning Budget Limit or Card Balance.
9. Optionally, enter a note in the text box to explain why you're updating the funds.
10. Click Update Funds.
11. View Reports to see Admin Activity.

When managing funds, notes added by Admins are visible to users.