Only Admins have full access to billing settings. Members can view available plans and initiate an upgrade, but organization-wide billing management requires Admin permissions.
Change your plan
1
Open organization settings
Click your account name at the bottom of the sidebar, then click the gear icon next to your organization name to open Organization Settings.
2
Go to Billing
In the left sidebar of Organization Settings, click Billing. You’ll see your current plan, billing cycle, and usage summary.
3
Choose your billing cycle
Toggle between Monthly and Annual billing at the top of the plans comparison. Annual billing includes a discount compared to paying month-to-month.
4
Select a plan
Review the available plans and click Buy Plan under the tier that fits your team. You’ll be redirected to Stripe to complete checkout.
5
Complete checkout
Enter your payment information on the Stripe checkout page. Once payment is confirmed, your new plan takes effect immediately.
Your plan is now active. You’ll see the updated plan reflected on the Billing page.
Next steps
Manage credits
Understand how credits work and track your team’s usage.
Invite team members
Add colleagues to your Cassidy workspace.