Team and Billing
Your workspace is shared by everyone you invite, and so are its plan and invoices. Both live under Settings in the app: Members and Billing & plan.
Members and Roles
| Role | What they can do |
|---|---|
| Member | Full access to the dashboard: every report and the action plan |
| Admin | Everything a member can do, and also invite people, change roles, remove members, and manage the organization |
One member carries an Owner badge; an owner can do exactly what an admin can. You cannot remove yourself, and the only admin cannot be removed until someone else is made an admin.
Invite a Teammate
- Open Settings › Members and choose Invite people.
- Enter one or more email addresses and pick Member or Admin.
- They get an email with a link to join. Until they accept, the invitation is listed under Invitations, where an admin can resend or cancel it.
Your Plan
Settings › Billing & plan shows the plan your workspace is on and lets you change it. An upgrade takes effect right away. Moving to a smaller plan, or from annual to monthly billing, takes effect at the end of the current billing period, so you keep what you paid for until then. If you cancel, your plan stays active until the end of the period, and you can resume it before then. See Plans & Limits for what each plan includes.
The Rest of the Billing Page
- AI engines: the AI assistants your prompts are checked on. Your plan sets how many; swap any of them, and answers already collected are kept.
- Usage: prompts tracked and companies in the workspace, against your plan's limits.
- Payment method: the cards on file. Choose which one is charged, or remove one.
- Invoices: your billing history, each with a link to view or download it.