Account
Your account is personal to you and carries across every organization you belong to.Profile
Your name, email, and avatar. The activation checklist toggle also lives here — turn it off once you’re settled, or bring it back later.
Security
Your password and active sessions.
Organization
An organization is the billing and ownership boundary. Everyone in it shares the same plan, credit balance, members, and workspaces. From the Organization section you can rename the organization and manage its details, members, invitations, and API keys.Billing is tied to the organization, not to individual people. See Credits & billing for how the shared credit balance works.
Workspaces
Workspaces sit inside an organization and group related agents. Create and rename workspaces under Workspaces, then assign members to each one. How many workspaces you can create depends on your plan.Members & roles
People join an organization by invitation, and roles control what they can do.Organization roles
| Role | Can do |
|---|---|
| Owner | Full control, including billing and deleting the organization. |
| Admin | Manage members, invitations, and API keys. |
| Member | Belong to the organization and the workspaces they’re added to. |
Inviting people
Enter their email and role
Type the person’s email, pick a role (Member or Admin), and choose which workspace to add them to.
The number of members you can add is set by your plan. If an invite is blocked because you’ve hit the limit, Pleyor prompts you to upgrade. See Credits & billing.
Workspace roles
Within a workspace, each member has one of two roles, set under Workspaces → Members:| Role | Can do |
|---|---|
| Admin | Manage the workspace’s members and their roles. |
| Editor | Work on agents in the workspace. |
Plan & billing
Billing is managed for the whole organization from the billing dialog, reached from your user menu in the sidebar. From there you can:- See your current plan and credit balance.
- Compare plans and upgrade or downgrade.
- Buy a one-time credit top-up.
- Review your transaction history.
- Cancel your subscription.
How credits work
Subscription vs. purchased credits, estimated cost per node, and reserve-then-settle.
Connected accounts
Some nodes act on services outside Pleyor and need you to connect an account first. Today this is Google Drive, used by the Drive import and export nodes. You connect Google Drive from the node itself rather than a central settings page:Add a Drive node
Add a Google Drive import or Google Drive export node and select it to open its config panel.
Connect your account
Select Connect Google Drive. A popup opens for you to authorize access. When it closes, the connected account appears in the panel.