Account and projects
#Open Settings from the user menu. Account contains personal account settings. Projects shows the workspace's projects, and the sidebar project switcher selects the project used by your reports and tools.
Check the selected project before changing prompts, connecting a data source, or creating content. Use a separate project when you need a different brand and tracking configuration.
If you cannot create another project, review the workspace's project capacity in Usage and the options shown in Upgrade Plan.
Team records
#Open Settings and choose Team. Enter a teammate's email, choose Admin, Member, or Viewer, and select Add to create a pending team record.
The table shows the member's role and status. Use the role control or Remove action to update a record when those actions are available. The owner record cannot be removed through the member remove action.
A Pending status records that the teammate has not become active. Check that status before assuming the teammate can access the workspace; adding a record alone does not confirm delivery of an invitation.
Models and usage
#In Models (LLMs), review the project's active models and prompt allocation. Included models stay on; purchased models can have a project tracking control. Available add-ons depend on the workspace's plan.
Workspace prompt capacity is shared through project allocations. Check the allocated and remaining capacity before increasing a project's limit.
Usage shows prompt allocation, project slots, and billing-cycle usage. If a prompt action reaches its limit, review that capacity or archive questions you no longer need to track.
Billing and plan changes
#Open Billing to review the current plan, subscription status, billing interval, and renewal or trial dates shown for the workspace.
Use the billing management action when available to open the billing portal for payment details and invoices. Custom-plan workspaces use the sales contact path shown in Billing.
Open Upgrade Plan to review the current offers and model add-ons. Use the prices, limits, and dates displayed in your workspace when deciding on a change.