Getting started with credit management in ArcGIS Online

As the administrator of an ArcGIS Online organization, you have the ability to review your organization’s subscription details and credit status, manage members and licenses, monitor activity, generate usage reports and configure settings. Understanding and managing your organization’s credits may be new to you; but there is a wealth of resources available to help you navigate this task.

This article aims to provide you with a step-by-step guide of these key resources, to point you in the right direction, and ultimately get you started with managing credits in ArcGIS Online.

Step 1. Understand credits

In order to effectively administer your organization, you need to understand what credits are, and how they are used. In a nutshell, credits are currency across ArcGIS; they may be consumed during certain processes or transactions, storage scenarios, or when undertaking certain analysis processes, for example.

There are a number of excellent resources aimed at both helping you understand which actions consume credits, and at helping you estimate the number of credits your organization may require:

It is also important to note that some processes consume more credits than others. For example, some commonly used workflows, such as Imagery Storage, Geocoding, and ArcGIS GeoEnrichment Services, consume more credits than most other processes.

Step 2. Manage credits with credit budgeting

Now that you know what credits are, and how they may be consumed, you may now wish to consider credit management strategies for your ArcGIS Online organization.

To do this, you first need to know: 1) your estimated usage [see Step 1 resources to help estimate your credit usage], and 2) how many credits your organization currently has.

You can obtain your current credit status by doing the following:

  • Sign in to your ArcGIS Online organization using your administrator credentials [via].
  • If necessary, click the Organization tab.
  • If necessary, click the Overview tab [underneath the Organization tab].
Overview Tab in ArcGIS Online.
The Overview tab is located under the Organization tab.
  • Inspect the Credits window on the right-hand side of the page to find your Total remaining credits.
The Credits Overview window provides a basic summary of total remaining credits and recent usage.

Once you have identified the current credit status of your ArcGIS Online organization [i.e., Total remaining credits], you may wish to implement credit budgeting.

There are a number of ways to manage an ArcGIS Online organization’s credit budget. For example, you may wish to manage the roles of your members in order to restrict access to credit consuming tools to only those who need them; or you may wish to enable credit budgets for your members.

You can enable credit allocation in the following way:

  • Sign in to your ArcGIS Online Organization using your administrator credentials.
  • If necessary, click the Organization tab.
  • Click the Settings tab [underneath the Organization tab].
The Settings tab is located under the Organization tab.
  • On the left-hand side, click the Credits tab.
  • Toggle the relevant button to enable credit budgeting tools.
Enabling credit budgeting in ArcGIS Online.

The following resources will help you to navigate credit budgeting:

Step 3. Manage credits with monitoring and usage reports

A key part of managing your ArcGIS Online organization’s credits is monitoring usage. An ArcGIS Online administrator can obtain a snapshot of usage in the Credits section of the Overview tab in ArcGIS Online. However, more advanced monitoring and reporting tools are also available via the status dashboard.

To view the status dashboard:

  • Sign in to your ArcGIS Online Organization using your administrator credentials.
  • If necessary, click the Organization tab.
  • If necessary, click the Status tab [underneath the Organization tab].
The Status tab is located under the Organization tab.
  • Ensure Dashboard is selected underneath the blue bar with the Status tab active.

From here, you will encounter a selection of tabs: Credits, Content, Apps, Members, and Groups. There is also an additional Reports tab, next to the Dashboard tab.

The following resource steps through each of these tabs, and outlines how you can use them to monitor and report credit usage:

Step 4. Purchasing additional credits

If you find that your organization has used more credits than were available [i.e., you now have a negative credit balance], that you require more credits than initially estimated, or that are coming close to exhausting your existing credits, you may wish to purchase additional credits.

You can purchase additional credits here:

Step 5. Additional training for ArcGIS Online Administrators

There are a number of training options available to help you prepare for administering an ArcGIS Online organization:

Next Steps: Administering an ArcGIS Online Organization

You may wish to explore the following resources for further help, tips, and tricks for administering your ArcGIS Online organization:

Got something to say?

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s