Manage subscription
View plan status, update billing, and open the Stripe customer portal from Settings.
Overview
Workspace owners and billing admins manage plans, payment method, and renewal from Settings → Billing → Subscription. Everyone else can view plan and seat type; mutation actions require the right organization role.
When to use this
- You need to confirm renewal date, trial end, or seat type.
- Finance wants to update the card or switch monthly vs annual.
- You are canceling, resuming, or fixing a failed payment.
Steps
Open Settings from the workspace sidebar menu.
Select Billing → Subscription.
Review Workspace plan, Your seat type, trial end (if applicable), and remaining enrichment / research counts.
Click Manage subscription to open the secure billing portal (Stripe) when you have an active paid subscription—update payment method, view invoices, or cancel at period end.
Use View Team plans or View pricing to change seat mix or upgrade from Free.
What you can do in-app vs portal
| Action | Where |
|---|---|
| See plan, trial, usage remaining | Settings → Billing → Subscription |
| Detailed usage breakdown | Settings → Billing → Credits & AI usage (owners) |
| Change payment method / invoices | Manage subscription portal |
| Assign seat types | Settings → Organization → People |
| Rename workspace | Settings → Organization → Workspace |
Canceling at period end keeps access until the end of the paid window shown in Subscription. Paused subscriptions suspend billing and access until resumed.