> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage your account and team

> Pick a plan, invite your team, keep an eye on credits, and lock down sign-in, all from Settings.

export const Cover = ({title, eyebrow, description, img, alt = ""}) => <div className="sf-cover not-prose">
    {img ? <img className="sf-cover-img" src={img} alt={alt} loading="eager" decoding="async" /> : null}
    <div className="sf-cover-shade" aria-hidden="true" />
    <div className="sf-cover-text">
      {eyebrow ? <div className="sf-cover-eyebrow">{eyebrow}</div> : null}
      {title ? <div className="sf-cover-title">{title}</div> : null}
      {description ? <div className="sf-cover-desc">{description}</div> : null}
    </div>
  </div>;

<Cover eyebrow="Account" title="Your team, your plan, your rules." description="Seats, roles, credits and sign-in, in one place." img="https://mintcdn.com/salesfinity/YBsYR5N3Fg_u90-H/images/covers/account.jpg?fit=max&auto=format&n=YBsYR5N3Fg_u90-H&q=85&s=d40fa95b4578a6dc97ffbc7912f3d389" width="1600" height="560" data-path="images/covers/account.jpg" />

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

<CardGroup cols={2}>
  <Card title="Choose the right plan" icon="layer-group" href="/account/plans">
    See what Silver, Gold, Enterprise and Enterprise Plus include, side by side.
  </Card>

  <Card title="Invite your team" icon="user-plus" href="/account/seats-and-roles">
    Send invites, give each person a seat, and decide who can manage the team.
  </Card>

  <Card title="Track credits and AI usage" icon="coins" href="/account/credits">
    Know what costs credits, where to see your balance, and how monthly limits work.
  </Card>

  <Card title="Manage your subscription" icon="credit-card" href="/account/billing">
    Buy seats, update your card, or switch plans from the billing portal.
  </Card>

  <Card title="Secure sign-in" icon="shield-check" href="/account/security">
    Turn on two-factor, and require SSO or MFA for the whole team.
  </Card>

  <Card title="Set up your team" icon="sliders" href="/account/team-settings">
    Name your team, set notifications, and set dialer rules for each rep.
  </Card>
</CardGroup>

## Where everything lives

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

| Tab | What you set there | Who can change it |
| - | - | - |
| **Account** | Your name, photo, email, theme, **Forwarding Phone Number** and **Accept Inbound Calls in App** | You |
| **Login & Security** | Your password, linked sign-in accounts, and two-factor authentication | You |
| **Team** | Team name and logo, **Enforce Multi-Factor Authentication**, **Enforce Single Sign-On**, and team notifications | Owner and admins |
| **People** | Seats in use, invites, each member's license and status, and per-rep dialer rules | Owner and admins |
| **Connections** | CRM and other integrations, data providers, and API keys | Depends on the connection |
| **Card Layout**, **Dialer Settings**, **Coaching** | Team-wide dialer and coaching setup | Owner and admins (these tabs only show for them) |
| **Ari** | How Ari works for your team | See [Ari](/ari/overview) |

## 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](/account/seats-and-roles) for the full breakdown.

## Next steps

<CardGroup cols={2}>
  <Card title="Choose the right plan" icon="layer-group" href="/account/plans">
    Compare plans before you buy or upgrade.
  </Card>

  <Card title="Invite your team" icon="user-plus" href="/account/seats-and-roles">
    Get your reps in and give each one the right seat.
  </Card>
</CardGroup>


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