Setting or changing a customer’s upload quota by limiting the number of uploaded elements

Staff users who have the correct user rights can manage quotas for their customers.

Requirements: You must be logged on as a staff user with a system role at the site level that includes the Modify Customer user right.

1. In a web browser, log on to InSite Creative Workflow.
2. In the left pane, select a customer.
   Note: If you cannot click the customer name, you do not have the correct user rights to edit your customer's information.
3. From the Customer menu, select Manage Quotas.
4. In the Monthly file upload limit area, perform one of the following actions:
   • To set or change a quota, select the Maximum number of files that can be uploaded per month button, and type the number of elements that the customer will be allowed to upload each month.
     By default, customers have an unlimited number of monthly uploads.
     You can decrease a customer's upload quota in mid-month, even if the customer has already reached the new, lower quota for the month. However, the customer will be unable to upload any more elements that month.
   • To give the customer an unlimited number of uploads per month, select No limit.
5. Set up an e-mail notification for users when a certain percentage of the quota is reached.
6. Click Apply.

Setting or changing a customer’s upload quota by limiting the size of uploaded files

Staff users who have the correct user rights can set upload quotas for their customers.

Requirements: You must be logged on as a staff user with a system role at the site level that includes the Modify Customer user right.

1. In a web browser, log on to InSite Creative Workflow.
2. In the left pane, select a customer.
   Note: If you cannot click the customer name, you do not have the correct user rights to edit your customer's information.
3. From the Customer menu, select Manage Quotas.
4. In the Disk space consumption limit area, perform one of the following actions:
   • To set or change a quota, select the Maximum disk space allocation option, and type the maximum disk space that the customer will be allowed to use upload files (in MB).
     By default, customers have an unlimited space for uploads.
   • To give the customer an unlimited space of uploads, select No limit.
5. Set up an e-mail notification for users when a certain percentage of the quota is reached.
6. Click Apply.