Account and data
Manage client budget settings
Set organization defaults for budget deductions, agency commission, campaign overrides, and client confirmation visibility.
2 min readUpdated
Something missing from this page? Email help@tap.co
Account and data
Set organization defaults for budget deductions, agency commission, campaign overrides, and client confirmation visibility.
2 min readUpdated
Something missing from this page? Email help@tap.co
Go to Team settings > Client budgets. Organization administrators can edit the defaults. Other teammates can review them in a view-only state.
An included charge consumes part of the approved ceiling. Charges handled outside Tap do not increase the client approval total in Tap. That total remains the approved campaign budget; excluded Tap fees are paid separately by the agency and excluded commission is handled outside Tap. The proposal preview shows the exact result before sharing.
The total approval is always visible. Choose whether to itemize the Tap fee and agency commission, and whether available CPM and per-spot or per-placement pricing appear.
Visibility changes presentation, not the underlying calculation or audit record.
Tap resolves the effective policy from Tap defaults, organization defaults, client-specific settings, and allowed Campaign overrides. The proposal preview labels the source used for consequential fee and commission values.
Changing a default does not mutate an already shared proposal. Share a new complete version when a client-visible financial term changes.