Managing Company Settings
Steps to update company details, manage team members, handle billing, and adjust your subscription in Refly.
Introduction
This guide will help you manage various aspects of your company settings in Refly. Follow the steps below to update company details, manage team members, handle billing, and adjust your subscription.
Accessing Company Settings
Navigate to Company Settings
- Click on the user icon located at the top right corner of the page.
- From the dropdown menu, select Company Settings.
Company Details
In the Company Details section, you can manage the following:
Company Name
Update the company name as it is shown internally on the dashboard.
Company Logo
Upload or change the company logo that will be displayed on the dashboard.
Team
In the Team Members section, you can:
Invite Team Members
Send invitations to new team members to join your company.
Remove Team Members
Remove existing team members from your company.
Billing
In the Billing section, you can manage:
Billing Address
Update the billing address associated with your account.
Payment Methods
Add, update, or remove credit card information for billing purposes.
Billing History
View and download historic invoices for your records.
Subscription
In the Subscription section, you can:
View Usage and Cost
Monitor the usage and cost of the current subscription cycle.
Manage Subscription Plans
Review available plans and choose to upgrade or downgrade your subscription.
Cancel Subscription
Cancel your current subscription if needed.