Manage team seats and subscription limits without surprises
How to think about users, monthly quote limits, invoice limits, AI post usage, and plan changes as your team grows.
July 5, 2026Know what your plan controls
Plans can limit team seats, quotes, invoices, AI posts, and other capacity. These limits are there to keep billing predictable and protect the workspace from accidental overuse.
The billing and usage pages show current plan capacity so owners can act before work is blocked.
Use team management as a workflow
Invite active team members, remove people who no longer need access, and keep roles aligned with the work they actually do.
This is especially important before downgrading, because lower plans may allow fewer users.
Read downgrade warnings carefully
Before changing to a smaller plan, check seat count, monthly volume, and active workflows. If the new plan cannot support current usage, clean up or upgrade instead.
Quick checklist
- Active users fit the plan
- Monthly quote volume is realistic
- AI usage is visible
- Downgrade warnings are reviewed
- Receipts and billing contacts are current