Edit an application

If you need to change the details or budget of an application, you will have to go to the Applications tab and then select the application in question.

Subscription details

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You can use the Edit button to:

  • Update the application name, reason, and website
  • Assign the application to team(s) and allocate the budget among the teams
  • Adjust the tags and the number of active seats
  • Set up a recurring or one-off email reminder
  • Add SOC 2 Type II and ISO 27001 certification tags

Budget details

If you need to amend the budget set for the subscription, scroll down until you reach the Budget details section:

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You can use the Edit button to:

  • Change the budget amount, budget type, frequency of the allocation
  • Adjust application balance (fixed budget)
  • Update the next top-up date (fixed budget) or budget renewal date (soft budget)
  • Allocate budget among teams
  • Toggle on and off budget flexibility as well as automatic flush (fixed budget)

Once satisfied, confirm the changes by clicking Save changes

If Approval flow is activated

Only the changes that the Team managers and Admins make will automatically apply. Otherwise, the requested changes will be sent for review to the Team manager and Admins.

If the budget amount is changed

You will be prompted to add or update the number of seats included in your subscription. If it is not seat-based, simply check the box to indicate that the application doesn't have seats:

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What did my team change?

You can check the history of requests and changes that the application has gone through in the Change history tab within the application:

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A quick peek

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