How-To Guides

Manage Team Access And Billing

Use this guide to invite teammates, change roles, and manage subscription billing.

Invite A Team Member

  1. Open Team.
  2. Enter the invite email.
  3. Choose a role.
  4. Select Invite.

The invitation table shows email, role, and invitation status.

Change A Member Role

  1. Open Team.
  2. Select the member.
  3. Choose the new role.
  4. Select Update role.

Workspace roles are owner, admin, and member.

View Billing Status

  1. Open Billing.
  2. Review plan, status, trial end date, and current period end date when available.

Billing details may require owner or admin access.

Start Checkout From Billing

  1. Open Billing.
  2. Choose Solo or Team.
  3. Select Start checkout.
  4. Complete the Stripe checkout flow.

Open The Billing Portal

Use Open portal from Billing to manage subscription details through Stripe.

Trial Reminder

The trial flow begins with a 7-day free trial. The product displays trial timing in onboarding, billing, and proposal areas when a trial is active.