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Documentation Index

Fetch the complete documentation index at: https://docs.routera.io/llms.txt

Use this file to discover all available pages before exploring further.

Capacities help you cap workload by tracking how many records match criteria on a data field—for example, open deals in a given stage. You define the capacity once, then assign max limits to users or teams.

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Create a capacity

  1. Open Settings → Users → Capacities.
  2. Click Create Capacity.
  3. Enter a name, choose an object type and enumeration field (each field can only be used once).
  4. Enable the field values that should count toward the limit.
  5. Optionally turn on reset counters monthly, then click Create Capacity.
Create Capacity dialog with object type, field, and values
If HubSpot is connected and the field is not mapped, you will see a warning. Map the field under Settings → Integrations so values stay in sync—see Integrate HubSpot.

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Assign users and teams

  1. Expand a capacity card on the Capacities page.
  2. Open the Users or Teams tab.
  3. Click Add User or Add Team, choose who to assign, set Max, and save.
  4. Use Current and the progress indicator to see usage (green below 70%, yellow 70–89%, red 90%+).
Capacity card with user and team assignments

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Edit or delete

  • Assignment — use edit or delete on a row in the Users or Teams tab to change Max or remove someone.
  • Capacity settings — use the settings control on the capacity card to change the name or which field values count.
  • Delete capacity — removes the capacity and all assignments.
Use the Filter at the top of the list to narrow by object type when you have many capacities.
Configure fields under Settings → Data Fields before creating capacities, and add users or teams you plan to assign.