Settings & Billing
Manage your organization settings, including credits, plans, and team members.
By Jake1 author11 articles
Configuring Default AgentsControl Agent access, cost, compliance, and model choice across teams
Configuring custom AI instructionsSet up how the AI behaves across your personal Chats and your entire organization.
Managing Cassidy creditsA guide to Cassidy's credit system.
Managing plansChange or update your Cassidy plan
Monitoring account usageTrack your credit, storage, and meetings usage
Inviting team membersAdd your team to Cassidy
Assigning roles & groupsManage user access and permissions
Managing multiple separate Cassidy accounts for different businessesManage multiple organizations
Enable Single Sign-On for your organizationSAML-based SSO for seamless authentication
Setting up SAML Group MappingsConfigure automatic role assignment based on SAML groups
Managing credit usage alerts and per-user credit limitsManage credit alerts and set usage limits for your organization