LeadMagic allows team admins to transfer credits between team members, giving you flexibility to allocate enrichment capacity where it's needed most. Whether you're balancing workloads, supporting a new campaign, or adjusting for team priorities, credit transfers help you maximize team efficiency.
Key features:
Transfer credits from your account to any team member
Reallocate credits between team members
Adjust credit distribution based on changing needs
Track individual team member usage
Maintain control over credit allocation
Important: Credit transfers are only available on team accounts. Personal accounts cannot share credits with other users.
Before you can transfer credits, you need:
Team accounts are separate from personal accounts
Maximum 5 team members per organization
Not available on Basic plans
Must be created by account admin
Don't have a team account yet? See our guide: Setting Up a Team Account
Only team admins can transfer credits
Team members cannot transfer credits themselves
Admin role assigned during team setup
You need credits in your account to transfer
Credits can come from subscription or manual/auto top-ups
Cannot transfer more credits than you have available
Click your name in the top left corner of the screen
View the dropdown menu
You'll see "Personal Account" and your organization name
Switch to your organization
Click on your organization name
The interface will switch to organization view
Important: Make sure you're viewing your organization account, not your personal account. The top left should display your organization name.
Click Settings (in the navigation)
Select "Team" from the settings menu
You'll see a list of all team members
What you'll see:
Team member names
Email addresses
Current credit balance for each member
Role (Admin or Member)
Three dots menu (⋮) for actions
Find the team member you want to transfer credits to
Click the three dots (⋮) next to their name
Select "Share Credits" or "Transfer Credits" from the menu
Enter the number of credits you want to transfer
Review the preview:
Your new balance after transfer
Recipient's new balance after transfer
Click "Transfer" or "Confirm" to complete
Result: Credits are transferred immediately and both balances update in real-time.
Transfer mechanics:
Credits move from your account to the recipient's account
Transfer is immediate (no delay or processing time)
Credits are deducted from your available balance
Credits are added to recipient's available balance
Both parties can use credits immediately after transfer
What transfers:
Only available credits (not pending or reserved)
What doesn't transfer:
Subscription allocations (remain with original account)
Auto Top Up settings (recipient must configure their own)
Credit purchase history (tracked separately per account)
Important distinction:
LeadMagic team accounts use individual balances, not shared pools:
Each team member has their own credit balance
Credits must be manually transferred by admin
Members cannot access organization credits directly
Admin controls all credit distribution
This differs from shared pool models where:
All members draw from one pool (not how LeadMagic works)
Credits are automatically allocated (not how LeadMagic works)
No manual transfers needed (not how LeadMagic works)
Why individual balances:
Better visibility into individual usage
More control over credit allocation
Clearer accountability per team member
Easier budget tracking and management
Transfer limits:
Minimum transfer: 1 credit (no minimum restriction in most cases)
Maximum transfer: Your entire available balance
Frequency: No limit on number of transfers
Direction: Admin can transfer to any team member
Rules:
Cannot transfer negative amounts
Cannot transfer more than available balance
Cannot transfer to personal accounts outside team
Cannot transfer between different organizations
Transfers are final (cannot be reversed automatically)
Reversing a transfer: If you need to reverse a transfer, you must:
Ask the recipient to transfer credits back
Or have admin request credits back from member
Transfers don't auto-reverse or expire
Create clear policies:
Standard allocation per role
Process for requesting additional credits
Timeline for allocation reviews
Escalation path for urgent needs
Document and communicate:
Share guidelines with entire team
Set expectations on credit usage
Explain request and approval process
Update policies quarterly
Track key metrics:
Credits used per team member per month
Average cost per enrichment per person
Usage trends over time
Efficiency metrics (conversions per credit)
Set up regular reviews:
Weekly usage checks for high-volume users
Monthly team-wide usage reviews
Quarterly allocation adjustments
Annual strategy planning
Keep buffer credits:
Reserve 10-20% of credits for admin
Use for emergency reallocations
Handle unexpected campaigns
Cover team member shortfalls
Benefits:
Prevents service interruptions
Enables quick response to opportunities
Reduces stress on individual allocations
Provides flexibility for team needs
Before transfers:
Explain why credits are being allocated
Set expectations on usage timeframe
Clarify if credits need to be returned
Document the transfer amount
After transfers:
Confirm receipt with team member
Remind about usage best practices
Check in on progress periodically
Follow up if unusual usage detected
Strategy:
Set up Auto Top Up on admin/organization account
Maintain steady credit supply
Distribute to team as needed
Prevents organization-wide shortages
Benefits:
Reduces manual credit purchasing
Ensures continuous service for team
Simplifies credit management
Better budget predictability
Maintain records:
Log all credit transfers (date, amount, recipient, reason)
Track usage by team member
Monitor ROI per team member
Document allocation changes
Use data for:
Budget planning and forecasting
Identifying training needs
Recognizing efficient users
Optimizing team structure
Symptoms:
"Transfer Credits" option is grayed out
Error message when attempting transfer
Cannot find transfer option
Solutions:
1. Verify you're in organization view
Check top left corner shows organization name (not Personal Account)
Click your name and switch to organization if needed
2. Check admin permissions
Only admins can transfer credits
Verify your role in Settings > Team
Contact current admin if you're a member
3. Confirm sufficient credits
Check your available credit balance
Ensure you have enough credits to transfer
Cannot transfer more than available balance
4. Verify team account setup
Personal accounts cannot transfer credits
Must have active team account
See setup guide if team account not created
Symptoms:
Transfer completed on your end
Recipient doesn't see credits
Balance didn't update
Solutions:
1. Wait and refresh
Allow 30-60 seconds for system update
Have recipient refresh their browser
Log out and back in if needed
2. Verify correct recipient
Check you selected the right team member
Review transfer confirmation
Look at transaction history
3. Check recipient is logged into team account
Recipient must be in organization view (not personal)
Click name in top left to switch accounts
Credits transfer to organization account only
4. Contact support if issue persists
Provide transaction details
Include screenshot of confirmation
Note exact transfer amount and recipient
Symptoms:
Credits show in team settings
Member cannot use credits for enrichments
"Insufficient credits" error for member
Solutions:
1. Verify account context
Member must be in organization account (not personal)
Switch accounts using top left dropdown
Credits are organization-specific
2. Check credit allocation
Admin view may show total team credits
Individual member may have zero balance
Admin needs to transfer credits TO the member
3. Confirm API key usage
If using API, ensure organization API key
Personal API keys won't access team credits
Generate new key if needed
Symptoms:
Accidentally transferred wrong amount
Sent to wrong team member
Need credits back
Solutions:
1. Request return transfer
Contact recipient
Ask them to transfer back
Admin initiates return transfer
2. Reallocate from other sources
Transfer credits from another team member
Purchase additional credits via top-up
Adjust monthly allocations
3. Document for tracking
Note the error in records
Adjust future allocations accordingly
Use as training opportunity
Prevention:
Double-check amount before confirming
Review recipient name carefully
Start with smaller transfers when unsure
Symptoms:
Cannot find team member to transfer to
Member missing from team settings
Just added member not appearing
Solutions:
1. Refresh the page
New members may take a moment to appear
Reload team settings page
Clear browser cache if needed
2. Verify member was added successfully
Check email confirmation
Review team member list
Confirm invitation was accepted
3. Check member limit
Maximum 5 team members per organization
Remove inactive members if at limit
Upgrade plan if higher limit needed
4. Ensure member accepted invitation
Team member must accept invite
Check their email for invitation
Resend invitation if needed
Credit Transfer (LeadMagic's model):
Individual accountability
Clear usage tracking per person
Admin controls distribution
Requires manual management
Members can run out independently
Shared Pool (alternative model):
Automatic access for all
No manual transfers needed
Less individual visibility
Harder to track personal usage
Risk of one person depleting pool
Why LeadMagic uses transfers: Better visibility, accountability, and budget control.
Team Account with Transfers:
Centralized billing
Flexible reallocation
Team visibility
Easier management
Requires admin coordination
Separate Personal Accounts:
Complete independence
No admin dependency
Multiple billing relationships
No flexibility between accounts
Harder to track team total
Best for: Team accounts are better for organizations; personal accounts for independent contractors.
You can transfer anywhere from 1 credit up to your entire available balance in a single transfer. There's no maximum limit other than your available credits.
Credits maintain the same expiration rules after transfer. If your organization has credit rollover (Pro+ plans), transferred credits will also roll over for the recipient. On plans without rollover, transferred credits follow the recipient's plan rules.
No. Only team admins can transfer credits. Team members cannot transfer credits to other members or back to the admin without admin initiating the transfer.
Credits remain in the departing member's account until the admin transfers them back or the member is removed. Best practice: Transfer credits back to admin before removing team members.
No. Credits can only be transferred within the same organization. If you manage multiple organizations, credits remain separate and cannot be moved between them.
No. Credit transfers are free and don't consume any credits. The exact amount you transfer is what the recipient receives.
Not currently. All credit transfers must be initiated manually by an admin. Consider setting up regular review times (weekly/monthly) to allocate credits systematically.
You'll see an immediate confirmation message after transferring. Both your balance and the recipient's balance will update in real-time. You can also check the transaction history in Settings > Billing.
Contact the recipient immediately and request a return transfer. Transfers cannot be automatically reversed, but the recipient can transfer credits back to you (admin initiates the return transfer).
This depends on your notification settings. Check your team member notification preferences or communicate transfers directly to ensure they're aware of credit allocations.
Setting up a team account
Auto Top Up configuration
Manual Top Up process
Credit rollover policy
Team member management
Organization billing settings
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