Admin guide

Users and roles

Invite people from Settings → Users by email, with one of three roles:

• Admin — manages the workspace, its users and billing, and uses Books and the offices’ data tools.
• Member — uses the AI offices and dashboards.
• Viewer — sees their own account, the workspace’s users and its invoices only.

Role changes apply to the person’s next request. Deactivating someone ends their access immediately; what they wrote stays.

Subscription

Settings → Subscriptionshows your plan, the date that matters for it, and this month’s AI usage against the plan’s limits. An upgrade applies its limits straight away. Each period is its own payment — there is no mandate renewing in the background.

An unpaid subscription moves through grace, then read-only — your data stays visible but nothing can be written, including Books — then suspension. The dates on the Subscription page are the warning.

AI usage limits

Plans limit AI messages, conversations and tokens per month. When a limit is reached, the AI request is refused before it runs and nothing is lost; counters reset on the 1st of the month. Books, payroll, compliance and dashboards are not limited. Settings → AI usage shows calls, tokens and approximate cost.

Billing

Workspaces in India and Nepal pay in rupees through Razorpay; elsewhere in US dollars through Stripe. Indian invoices add 18% GST — IGST, or CGST and SGST, from the state on your GST registration. Set who the invoice is made out to under Settings → Billing; past invoices and their PDFs are under Invoices.

API keys

Create a key under Settings → API keys, with read or write scope. The secret is shown once — copy it then. Send it as Authorization: Bearer ck_…, and revoke it from the same screen.

Your own Anthropic key

Under Settings → Anthropic, connect your own Anthropic API key and this workspace’s AI calls are made on your account. The key is encrypted at rest. Plan token limits still apply.

Audit log

Settings → Audit log shows who did what and when. The log is append-only: the database refuses any edit or deletion.

Exporting your data and closing the account

Under Settings → Account, an admin can download a full export of the workspace’s personal data, or close the workspace. Closing starts a 30-day grace period in which it can be reopened; after that the data is erased and cannot be recovered.