ContentsMembers, settings & billing
Members, settings & billing
Invite people and give each a role and a visibility, set translations, AI assists and automations, and manage the plan, seats and trial.
What to know first
Four roles
A visibility per member
Seats
Trial and plans
Automations
In this topic
- How-toInvite a teammate and choose a roleInvite someone by email, then give them a role and a visibility on the Members page. Viewers are free; every other role takes an editor seat.4 min
- How-toTranslations and AI assistsHand your translations to a translator as a CSV file, and connect your own Anthropic or OpenAI key so imports and grid filters get AI suggestions.5 min
- How-toPlans, seats and the trialPick a plan during the trial, stay within its limits and editor seats, change or cancel it, and learn what a read-only workspace still does.5 min
Where you see it
Click Settings at the bottom of the sidebar. Under Organization you find Members, Automations, AI assists and Billing. Translations sits under Publishing. Everyone can open Members, but only the Admin role changes it, and the sidebar shows the other three to that role only. Translations appears on the Growth plan and up, for every role except Viewer.
An example
Take a workspace on the Growth plan, which includes 5 editor seats. One Admin, two Engineering members and one Marketing member use 4 of them. Six sales reps are Viewer members, set to Public visibility. They take no seat, and fields above Public stay hidden from them.
FAQ
How do I invite someone?
On Members, click Invite or remove members and send the invitation from the dialog that opens. People who join this way start as Viewer with Internal visibility, unless the invitation itself made them an administrator. Then set their Role and Visibility on the same page. Each change saves at once.
Does every member need a seat?
No. Every role except Viewer takes an editor seat. Starter includes 2 editors, Growth 5 and Professional 15. When every seat is taken, promoting someone needs a seat freed up or a larger plan.
What happens when the trial ends?
The workspace turns read-only. Nothing is deleted, and the Admin role can still export everything from Billing. Choosing a plan turns editing back on at once. Pick a plan before the trial ends and the days left carry over.
How do plan changes work?
On Billing, choose monthly or annual and pick a plan. Upgrades apply at once and are prorated; downgrades start at the end of the period already paid. A plan too small for your records or editors can't be picked until the data is trimmed. Manage billing opens the Stripe billing portal for the card, invoices and cancelling.
What do AI assists and translations need?
Both come with the Growth plan and up. AI assists also need your own Anthropic or OpenAI key on AI assists. They power Suggest with AI on imports and plain-language filters in the grid. Translations put French or Spanish on spec sheets, catalogs and the portal, with English as the source. Growth serves one extra language and Professional serves both.
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