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

# Manage plans

> View your current plan, compare options, and upgrade or downgrade your Cassidy subscription.

Manage your Cassidy subscription from **Organization Settings** — choose between monthly or annual billing, compare plan tiers, and upgrade or downgrade as your team's needs change.

<Info>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.</Info>

## Change your plan

<Steps>
  <Step title="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**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/4vOVgS8tIBDNrgx6/images/settings/org-settings-sidebar.png?fit=max&auto=format&n=4vOVgS8tIBDNrgx6&q=85&s=7a9cfdf5dc9d201fb90f26e761beb778" alt="Sidebar showing account name with gear icon to access Organization Settings" width="651" height="477" data-path="images/settings/org-settings-sidebar.png" />
    </Frame>
  </Step>

  <Step title="Go to Billing">
    In the left sidebar of Organization Settings, click **Billing**. You'll see your current plan, billing cycle, and usage summary.

    <Frame>
      <img src="https://mintcdn.com/cassidy/IidvkNl_ihp_r6SS/images/settings/billing-page.png?fit=max&auto=format&n=IidvkNl_ihp_r6SS&q=85&s=c3d6a7a4d630a8411623371deec9cdf9" alt="Billing page in Organization Settings showing current plan details" width="1024" height="503" data-path="images/settings/billing-page.png" />
    </Frame>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/4vOVgS8tIBDNrgx6/images/settings/plans-comparison.png?fit=max&auto=format&n=4vOVgS8tIBDNrgx6&q=85&s=ad5443d6aa993150a3ad41f26efd9ca4" alt="Plans comparison table with Buy Plan buttons" width="1024" height="509" data-path="images/settings/plans-comparison.png" />
    </Frame>
  </Step>

  <Step title="Complete checkout">
    Enter your payment information on the Stripe checkout page. Once payment is confirmed, your new plan takes effect immediately.

    <Check>Your plan is now active. You'll see the updated plan reflected on the Billing page.</Check>
  </Step>
</Steps>

<Tip>Need an **Enterprise** plan with custom limits, SSO, dedicated support, or advanced security features? Click **Contact Us** on the plans page or email [support@cassidyai.com](mailto:support@cassidyai.com).</Tip>

## Next steps

<CardGroup cols={2}>
  <Card title="Manage credits" icon="coins" href="/settings/manage-credits">
    Understand how credits work and track your team's usage.
  </Card>

  <Card title="Invite team members" icon="user-plus" href="/settings/invite-team-members">
    Add colleagues to your Cassidy workspace.
  </Card>
</CardGroup>
