💼 How do I control staff spending?
If you’ve got a team using eSIM Copilot, you can set spending controls to make sure things stay within budget.
You’ll find these settings under Account Settings → Approval Rules.
🔧 What can you control?
You can enable or disable approvals entirely. When enabled, two key limits help manage spending:
💰 Plan Price Limit
Set a per-order limit. If a user tries to buy a plan above this price, it will require approval.
📅 Monthly Spend Limit (per user)
Set a monthly cap per user (calendar month). Once a user hits this total, all future orders that month require approval.
✅ Who approves what?
- Approvals are sent to the users you've marked as Approvers in your account
- They’ll receive a Teams or Slack message, plus an email notification
- Approvers can approve requests directly in Teams, Slack, or via the portal under the "Approvals" menu
- Admins also get notified and can approve as well
Need help setting it up? Just message us at help@esimcopilot.com — we’ll walk you through it.