Users with the billing.manage_subscription permission (admins and super admins by default) see and act on the full page. Everyone else can still open it — individual action buttons return a permission error if the role isn't allowed, so nothing is silently hidden.

If your org hasn't started a subscription yet, the Upgradebutton routes to the signup wizard instead of hitting Stripe directly — Free tier orgs don't have a Stripe subscription to upgrade.

Each seat card shows:

• Assigned of total — e.g., “3 of 5 used”. The filled bar reflects what's assigned.
• Available — unassigned seats you can still invite into.
• Included vs purchased — how many came with the plan vs how many you added.
• + Add seat — fires an immediate, prorated Stripe charge and adds one seat to the org.
• – Remove — schedules one purchased seat for removal at end of cycle. Only appears when purchased > 0.

Seat changes are disabled on the Free plan — you must upgrade first. The Pro plan has no seat add-on; seat add-ons are available on Business and Ultra. You can also add or remove seats inline from Admin > Usage & Limits.

When you schedule a downgrade or seat removal, the org keeps the higher tier (or seat) until the effective date. After the effective date, a nightly cron applies the change — Stripe updates, then the organization record flips. To reverse a pending downgrade before the date, just upgrade back — an upgrade automatically clears any pending downgrade for the same org.

Pending cancellations are different: they take effect via Stripe immediately (the subscription is set to end at period end) and show up as an amber “Your subscription ends [date]”banner at the top of the billing page. Click Undo cancellationon that banner to reverse — see the Danger zone section below for the full flow.

New paid signups typically start with a 14-day trial. A one-time $2.99 trial deposit is charged at signup checkout and is credited to your first invoice when the trial converts to a paid plan, so your first real charge is the plan price minus $2.99. While the status reads trialing:

• Full tier features are unlocked (contacts, companies, integrations, and the rest).
• During your trial you get a prorated share of the tier's monthly AI budget (14 of 30 days). The Settings > My preferences > Usage page reflects this number.
• The $2.99 deposit sits on file as a credit and applies automatically to your first invoice.

Right after signup you get a trial receipt email confirming the $2.99 charge, your trial end date, and the plan price that begins after the trial. Then 7 days and again 3 days before the trial ends, every workspace admin gets a reminder email showing the amount the card will be charged before any applicable tax (the plan total with the $2.99 deposit already netted out) and the end date. The 3-day reminder also arrives as an in-app Trial ending in 3 days notification. On the end date the card is charged, the deposit credit applies, and your full monthly AI budget starts; everything else carries over.

To cancel before the trial ends, use the Cancel subscription… button in the Danger zone card. The cancellation is scheduled for the trial end date and the subscription is never charged. The $2.99 trial deposit isn't returned.

Found below the seat cards. Controls:

• Automatic top-up — toggle. When off, AI calls block at 100% budget. When on, Extra AI Credits cover AI usage from the prepaid credit balance.
• Monthly cap (USD) — max credit you're willing to spend per cycle. Defaults to the org ceiling ($1,000 unless a platform admin raised it).
• Auto-reload — toggle. When on, a new credit purchase fires if balance drops below the threshold.
• Threshold — dollar balance that triggers auto-reload.
• Pack size — the amount charged each time auto-reload runs.

See Extra AI Credits for the full workflow, tier discounts, expiry rules, and refund policy.

Manage payment method opens the Stripe Customer Portal in a new tab — there you can update your card, download invoices, and change your billing address. The button is disabled if your org has no Stripe customer yet (Free tier, pre-subscription).

When any usage metric crosses 80%, a rounded glass usage bannerpins to the top of every admin-visible page. It highlights the highest-severity metric, shows the percentage, and adds a CTA that routes to the right place:

• AI budget — fires on the percentage of your AI budget used (not a token count). “Top up” takes you to the inline add-ons on Settings > My preferences > Usage (or Admin > Usage & Limits) where you can buy Extra AI Credits, turn them on, or upgrade.
• Emails, enrichments, workflows, storage, API calls, imports, exports — “Upgrade plan” opens Admin > Billing.
• Seats — reaching your seat cap is not surfaced as a top-of-app notice (a full team is expected). The only prompt appears inline when you try to invite a teammate and no seat is free — you’ll see a buy-a-seat option right in the invite form.
• Not now — dismisses the current metric + severity combination. Re-shows only if the metric escalates (80% → 100%) or a different metric fires.

The banner title switches from “You're approaching your…” to “You've reached your…” once the metric is at 100%.