Accounts and teams
One balance for the whole team, three roles, and how machine agents fit alongside people.
Accounts and teams
One balance, shared
A team holds one balance. Everyone on it draws from the same pot, and so do any backend agents you create. There is no per-seat charge and no per-user balance to keep topped up.
That is usually what a dealership wants: the store buys reports, and whoever needs one runs one.
Roles
| Role | What it can do |
|---|---|
| Owner | Everything, including team membership and closing the account |
| Billing | Payment method, top-ups, invoices, auto top-up |
| Member | Run reports and see their own work |
Invite people from account/team with the role they need. Billing exists so a bookkeeper can handle the card without gaining access to the reports themselves.
Agents alongside people
An agent is a machine identity for a backend service. It belongs to the team and spends the team's balance, but it is not a person and has no login.
Two reasons the distinction is worth keeping clean:
Attribution. Agent spend is recorded against the agent, so machine usage is separable from a person's in your activity history. When a bill looks larger than expected, that is the first thing you will want.
Limits. An agent carries per-call, daily and monthly caps that a person does not. Code loops; people rarely do.
Full detail on Server-side access.
Connections
A connection is one AI client authorised against your account: your Claude, your ChatGPT, a colleague's Claude.
Manage them under your account. You can see what each was granted and revoke any of them. Revoking takes effect on the next call rather than when the current token expires, because a connection's status is re-checked on every request.
Revoke a connection when someone leaves, when a laptop goes missing, or when you simply want to reduce what a client can reach.
Activity
Your account carries the full history: what ran, when, what it cost, and who or what ran it. Reports remain available from there, so a link you did not keep is not lost.
Related
- Billing for pricing, discounts and auto top-up
- Legal and privacy for terms, data handling and retention