Billing
Review subscriptions, seats, plan controls, and billing-management actions from the Billing Dashboard.
Check which workspace behavior, access rule, credential, usage signal, or data-model surface the control changes.
What Billing is for
Billing shows the commercial state of the workspace. The captured dashboard includes plan cards, renewal context, seats, credit usage, Upgrade, Manage seats, Cancel subscription, and View more.
This is an operational admin screen, not a marketing pricing page. It helps owners understand what the workspace is subscribed to and how many seats or credits are being used.
What each control changes
View more opens deeper billing management. Upgrade changes the plan path. Manage seats adjusts seat allocation. Cancel subscription starts cancellation for the relevant product plan.
Use Billing before expanding rollout to more teams so subscription and seat state match the operational plan.
Operational outcome
Billing clarity prevents deployment surprises: the workspace has enough seats, the right plan, and a visible path for account owners to manage changes.
Operational playbook
Use this page to identify what the control changes, which source context it uses, who owns the result, and where to verify it.
Use the page to identify the trigger, source data, owner, visible result, and review point before changing production behavior.
Best practices
Start with the operational job before changing configuration. Name the owner, define the trigger or source context, and decide how the result should be reviewed.
Start with one workflow, message, record update, or Max task before expanding. The team should know what changed, who owns it, and how to pause or adjust it.
Troubleshooting
If the result is wrong, debug in this order: source data, permissions, connected tools, required fields, workflow logs, then any generated output used later.
When debugging, open the related CRM record, Max activity, workflow run, or integration log first. Fix the source data or rule before adding more automation.
FAQs
What does Billing control?
Review subscriptions, seats, plan controls, and billing-management actions from the Billing Dashboard.
Who should use this page?
Workspace admins, implementation owners, and operators responsible for configuring access, account behavior, developer integrations, or the data model.
How should this page fit into onboarding?
Use it to understand the product surface, inspect real UI states, and connect the concept to daily operating workflows before configuring production behavior.
What should I verify before using this in production?
Verify ownership, permissions, source context, failure behavior, and the handoff path so teammates can trust what the system does next.