Users with the billing.manage_subscriptionpermission (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.

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 free trial. While the status reads trialing:

• Full tier features are unlocked — contacts, companies, integrations, etc.
• AI budget is capped at 35% of the tier's normal monthly pool. The Settings > Usage page reflects this number.
• Your card is on file but not charged.

Three days before the trial ends, every workspace admin gets an in-app notification (“Trial ending in 3 days”) plus a branded email with the exact charge amount and end date. On the end date Stripe charges the card and the cap lifts; 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 you pay nothing.

Found below the seat cards. Controls:

• Enable overage — toggle. When off, AI calls block at 100% budget. When on, extra usage draws from 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 Credit Packs & Overage for the full workflow, 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 / AI tokens — “Top up” opens Admin > Billing so you can buy credits or upgrade.
• Emails, enrichments, workflows, storage, API calls, imports, exports — “Upgrade plan” opens Admin > Billing.
• Seats — “Manage seats” opens Admin > Users.
• 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%.