Members and Billing

Workspace admins are responsible for keeping access and spend aligned with reality.

Members and invites

Admins can:

• invite new members
• assign roles
• disable access
• remove members
• review pending invites

Role management guidance

• keep the number of admins small
• use least privilege where possible
• review stale invites and outdated access regularly

Billing visibility

Workspace Settings includes:

• current tier
• billing cycle details
• usage counters
• upgrade and downgrade flows
• Stripe billing portal access
• overage settings

What to review regularly

• current effective tier
• research usage
• enrichment usage
• seat usage
• overage status

Overage controls

YouEx.ai supports overage controls for areas such as:

• lead research
• lead enrichment
• users / seats
• shared budget

Assign clear ownership for these settings so budget changes are intentional.