Token Administration

Token Distribution

Automate and manage token allocation across your organization using presets, policies, and per-user overrides

Table of Contents
  1. Shared Token Pool
  2. Allocation Status
  3. Allocation Presets
  4. Floor & Ceiling
  5. Auto-Increase
  6. Schedule & Reclamation
  7. Distribution Actions
  8. Reclamation Preview
  9. Per-User Overrides
  10. Auto-Rebalancing Schedule
  11. Legacy Distribution Strategy
  12. Inference vs. Embedding Tokens

The Token Distribution panel gives administrators full control over how tokens are allocated to users within their organization — both automatically and manually. A summary bar across the top shows Purchased, Assigned, and Remaining tokens for both the Inference and Training / Embedding pools. Use the Inference / Training toggle in the top-right corner to switch between managing inference and training token pools; super admins also see an Organization selector for choosing which organization to manage. Administrators can choose from pre-configured allocation presets, define floor and ceiling limits, configure auto-increase rules, and set per-user overrides to handle edge cases. The panel is organized into three tabs: Policy & Distribution, Users, and History.

Shared Token Pool

Shared Token Pool Toggle

At the top of the panel, the Shared Token Pool toggle switches the organization between per-user monthly limits and a single, org-wide pool. When turned ON:

Everyone in your organization draws from the shared pool. Individual monthly limits don't apply — anyone can keep using tokens until the pool runs out, and once it does, everyone is paused together until it's topped up or refilled at the start of next month.

A tip below the toggle reminds administrators: "turn this off to go back to per-user limits — useful if some users need more guardrails than others."

While Shared Token Pool is on, an info banner appears at the top of the Policy & Distribution, Users, and History tabs:

Shared Token Pool is on. Per-user policies, allocations, and overrides are disabled because every member draws directly from the org's shared pool. Turn the pool off above to manage individual user limits again.

With the pool on, allocation presets, floor/ceiling, auto-increase, and per-user overrides are all shown for reference but cannot be edited — the Users tab shows "Activate an allocation preset to enable per-user overrides." and the History tab shows no distribution history until the pool is turned off and a policy is activated.

Per-User Cap Inside the Pool

While the pool is on, the Per-user cap inside the pool section lets you set one number that applies to every member so that no single user can drain the shared pool. Enter a Default per-user inference cap and/or Default per-user training cap and click Save caps. Leave a field blank or enter 0 for no cap. While a cap is set here it governs every member — individual limits on the Users page are ignored.

Below the caps, a pool usage bar shows Purchased, Assigned per-user ceilings, and Used totals. Distribution applies to the organization's shared pool only. Do not use it for the members of a sub-organization with a dedicated pool, because their tokens come from that pool (see Dedicated pools).

Ask Sage Token Distribution with Shared Token Pool on, showing the purchased/assigned/remaining summary, per-user cap fields, and pool usage bar

Token Distribution — Shared Token Pool On, with per-user cap settings

Note: The remainder of this page — allocation presets, floor & ceiling, auto-increase, reclamation, and per-user overrides — applies when the Shared Token Pool is turned off.
Ask Sage Token Distribution with Shared Token Pool off, showing the Purchased, Allocated, Used, and Unallocated status chips and the five allocation preset cards

Token Distribution — Shared Token Pool Off, showing Allocation Status and Presets

Allocation Status

At the top of the panel, the Allocation Status section provides a real-time snapshot of your organization’s monthly token pool:

Monthly Status Indicators

  • Purchased — total tokens purchased for your organization
  • Allocated — tokens currently assigned to users
  • Used — monthly tokens consumed by users
  • Unallocated — tokens in your pool not yet assigned to any user
  • Pending Requests — the number of user-submitted token requests currently awaiting administrator review

When a preset is active, its name appears as a badge next to the allocation status (e.g., Aggressive Preset). If no preset has been activated yet, the panel shows "No active policy — select a preset below to get started."

Allocation Presets

Administrators can select from five allocation presets to define how tokens are distributed and managed across the organization. Each preset balances floor levels, ceilings, auto-increase aggressiveness, and reclamation behavior.

Preset Comparison

Preset Best For Floor Ceiling Trigger Cooldown Bump Reclamation
Conservative Cost-conscious organizations 200K / 200K 1M 90% 4h +25% current Off
Standard Balanced teams 500K / 500K 5M 80% 1h +25% / +50% near max Off
Aggressive High-trust power users 1M / 1M Unlimited 75% 30min Flat +500K Off
Dynamic Large orgs with mixed usage 500K / 500K Unlimited Tiered (75–99.9%) 1h +25% remaining Enabled
Custom Specific manual requirements Configure all parameters manually

Floor & Ceiling

The Floor & Ceiling section defines the minimum and maximum token allocation boundaries for users.

Floor & Ceiling Settings

  • Floor — the starting token allocation given to each user when added. This is the minimum a user can hold at any time.
  • Ceiling — the maximum tokens a user can accumulate.
Note: If using the Distribute Now button, users' tokens will be set to the ceiling.

Auto-Increase

Auto-Increase Configuration

When enabled, auto-increase automatically bumps a user's token allocation when they approach their limit — preventing workflow interruptions without requiring manual intervention.

Core Settings

  • Enable Auto-Increase — toggle to activate automatic token bumping
  • Trigger Mode — choose how tokens are automatically increased. Select Tiered (Dynamic) for a hands-off approach that adjusts automatically, or Flat Threshold to set a specific usage percentage that triggers the increase.
  • Trigger % (10–99%) — the percentage of token usage at which an auto-increase fires. For example, 80% means a bump is triggered when the user has consumed 80% of their allocation.
  • Cooldown (min) — minimum time that must elapse between consecutive auto-increases for the same user
  • Bump Method — choose how additional tokens are calculated. Select Flat Fixed Amount to add a set number of tokens each time, or use % of Current / % of Remaining to scale the increase based on the user's current or remaining token balance.
  • Bump Amount/Bump % — the number of tokens added per bump
  • Buffer Days — days before the end of the period at which a pre-emptive bump is applied to ensure users don't run out

Near-Max Settings

  • Near-Max Threshold — a value between 0.0 and 1.0 (e.g., 0.8 = 80%) that defines when a user is considered "near ceiling"
  • Near-Max Bump — a larger bump amount applied specifically when the user's allocation is near the ceiling, to avoid frequent small increments
Tip: Setting a Near-Max Bump higher than your standard Bump Amount ensures users near their ceiling receive a meaningful allocation increase rather than incrementally small bumps.
Ask Sage Token Distribution with the Conservative preset selected, showing Floor & Ceiling fields and Auto-Increase trigger, bump, and near-max settings

Conservative preset selected — Floor & Ceiling and Auto-Increase settings

Schedule & Reclamation

Schedule & Reclamation

  • Monthly Reset to Floor (1st of month) — when enabled, all user allocations are reset back to the configured floor value at 00:00 UTC on the 1st of each month (not local midnight), ensuring consistent token budgets across monthly periods
  • Enable Reclamation — when enabled, the system identifies users with excess allocation above their projected need and reclaims those tokens back into the pool for redistribution

Distribution Actions

Four action buttons control how the distribution policy is applied:

Action Buttons

  • Activate [Preset] — applies the currently selected preset and saves it as the active policy
  • Save Policy - saves any changes to floor, ceiling, or auto-increase settings without immediately activating. Use this to stage configuration changes before going live.
  • Preview Distribution — shows a projected view of how tokens would be distributed under the current settings before committing any changes
  • Distribute Now — immediately distributes tokens to all users according to the current policy without waiting for the scheduled cycle
  • Disable Preset — appears once a preset is active; turns the active policy off

Clicking Activate [Preset] opens an Activate Allocation Policy confirmation that summarizes the floor, ceiling, auto-increase, and reclamation settings about to take effect. Activating replaces the current active policy and applies floor allocations to all non-locked users.

Activate Allocation Policy confirmation dialog summarizing the Conservative preset's floor, ceiling, auto-increase, and reclamation settings

Activate Allocation Policy confirmation

Reclamation Preview

Reclamation Preview

The Reclamation Preview section allows administrators to preview which users have excess token allocation above their projected need before reclamation runs. Click Preview Reclamation to generate the report and review it prior to enabling reclamation.

Ask Sage Token Distribution with a preset active, showing the Schedule & Reclamation toggles, Auto-Rebalancing schedule, the action buttons, and the Reclamation Preview section

Schedule & Reclamation, Distribution Actions, and Reclamation Preview with the Conservative preset active

Per-User Overrides

Per-User Overrides

The Per-User Overrides table allows administrators to set individual floor and ceiling values for specific users, overriding the organization-wide policy. This is useful for power users or restricted accounts that require different allocation limits.

Table Columns

  • Email — the user's email address
  • Current — the user's current token allocation
  • Floor Override — a custom floor value for this user (leave as Default to use the global floor)
  • Ceiling Override — a custom ceiling value for this user (leave as Default to use the global ceiling)
  • Override — when user set to Override, this user's allocation is excluded from auto-increase and reclamation
  • Status — indicates whether the override is active
  • Actions — remove the override
Tip: Use the Show overrides only toggle to filter the table and display only users with active overrides, making it easier to manage customized accounts.

Auto-Rebalancing Schedule

Auto-Rebalancing Schedule

The Auto-Rebalancing Schedule controls how often the system automatically rebalances token allocations across your organization. Select the desired schedule frequency from the dropdown and click Save Policy to apply.

Legacy Distribution Strategy

Legacy Distribution Strategy

In addition to the preset-based distribution system, the panel includes a Legacy Distribution Strategy section with two simple distribution modes:

  • Equal Split — divides the available token pool evenly across all users. Configure the following parameters:
    • Reserve Pool % — the percentage of total tokens to hold back as a reserve (not distributed to users)
    • Min Tokens Per User — the minimum number of tokens each user must receive regardless of the split calculation
  • Usage-Based — distributes tokens proportionally based on each user's historical usage patterns
Note: The Legacy Distribution Strategy is provided for backwards compatibility. For most organizations, the preset-based system (Conservative, Standard, Aggressive, Dynamic, or Custom) is recommended.

Inference vs. Embedding Tokens

The Token Distribution panel applies to both inference and training (embedding) token pools. Use the Inference / Training toggle in the top-right corner of the panel to switch between managing inference token distribution and embedding token distribution policies independently.


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