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Billing, Team, and Account Settings

Manage plan state, team access, notifications, and account-level settings

Table of Contents

Billing, Team, and Account Settings

Billing Snapshot

Settings shows plan and billing status, including:

  • Plan ID and interval
  • Referral usage and limits
  • Tracking-blocked status and reason when billing issues exist

Team Management

Settings -> Team supports:

  • Member invitations (role-based)
  • Affiliate invitations
  • Resend and revoke workflows

Roles in account membership:

  • owner
  • admin
  • member

Notification Preferences

Both merchant users and affiliates can manage email notification preferences.

Account Settings

Common fields:

  • Name
  • Subdomain
  • Stripe account linkage
  • Payout method

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