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Everything about who is on your team, and what each person can use, lives in Settings. Set it up once and every rep starts the day with the right tools and nothing they should not touch. Everyone can see what their team has. Only the team owner and people with an Admin seat can change it.

What you can do here

Choose the right plan

See what Silver, Gold, Enterprise and Enterprise Plus include, side by side.

Invite your team

Send invites, give each person a seat, and decide who can manage the team.

Track credits and AI usage

Know what costs credits, where to see your balance, and how monthly limits work.

Manage your subscription

Buy seats, update your card, or switch plans from the billing portal.

Secure sign-in

Turn on two-factor, and require SSO or MFA for the whole team.

Set up your team

Name your team, set notifications, and set dialer rules for each rep.

Where everything lives

Open Settings from the left sidebar. Each tab covers one part of your account.

Owner, admin or member

Your role and your license decide what you can do.
  • The owner created the team and pays for it. The owner can do everything and can never be removed or deactivated.
  • An Admin license is a manager seat. Admins can invite people, change licenses, manage billing, and change team settings. An Admin seat does not dial and does not use one of your paid seats.
  • Members hold a Silver, Gold, Enterprise or Enterprise Plus seat. The seat decides which features they get. Members see their team’s settings but cannot change them.
See Invite your team and assign seats for the full breakdown.

Next steps

Choose the right plan

Compare plans before you buy or upgrade.

Invite your team

Get your reps in and give each one the right seat.