Team & Billing

Everything in Echo lives inside an organization. Assistants, content, leads, and billing are all scoped to the organization you're working in. Here's how to manage your team, roles, and subscription.

Organizations

Your First Organization

When you sign up, a personal organization is created automatically. You can start using Echo immediately without any setup.

Creating Additional Organizations

Need separate workspaces for different brands or clients?

Click the Organization Switcher in the top navigation bar.
Select Create Organization.
Enter a name for the new organization.
You're switched to the new organization.

Each organization has its own assistants, content, leads, team, and subscription plan. They are completely independent.

Switching Organizations

Click the Organization Switcher in the top navigation. Each entry shows the organization name, current plan, and number of assistants. Click to switch. The dashboard, sidebar, and all data update to reflect the selected organization.

Inviting Team Members

Go to the organization section (click the Organization Switcher, then the settings icon, or navigate to the Members page).
Click Invite Members.
Enter the email address of the person you want to invite.
Select their role: Admin or Member.
Send the invitation.

The invited person receives an email and can join by accepting the invitation.

Member limits

Your subscription plan sets a limit on the number of team members. Check the Plan page to see your current allowance. Upgrade to add more.

Two Roles, Keep It Simple

Admin

Full access to everything in the organization:

Create, edit, and delete assistants
Add, edit, and delete content
Create and manage lead capture forms
View and manage conversation threads
Configure assistant settings
Manage integrations
Invite and remove team members
Manage billing and subscription
Access organization settings
Delete the organization

Member

View everything, change nothing. Good for team members who just need to use the assistants:

View all assistants and their content
Chat with any assistant (each member has their own private threads)
View leads

Members cannot create, edit, or delete assistants, content, forms, or integrations. They can't see the Settings, Forms, Embed, or Threads pages. They can't access billing or invite other members.

What Each Role Can See

Feature	Admin	Member
Dashboard with all assistants	Yes	Yes
Chat with assistants	Yes	Yes
View content library	Yes	Yes
Add or edit content	Yes	No
View leads	Yes	Yes
Manage lead forms	Yes	No
Assistant settings	Yes	No
Embed page	Yes	No
Threads page	Yes	No
Invite members	Yes	No
Billing and plan	Yes	No
Organization settings	Yes	Read-only

Managing Team Members

Changing Roles

Admins can change a member's role at any time through the member list on the Members page.

Removing Members

Admins can remove members from the organization. The member loses access to all organization data immediately.

Leaving an Organization

Members can leave voluntarily:

Go to the organization Settings page.
Click Leave Organization in the Danger Zone.

Plans and Limits

Each plan sets limits on these resources:

Resource	Description
Assistants	How many assistants you can create.
Content items	How many content items across all assistants.
Messages per month	How many messages visitors can send (rolling 30-day window).
Team members	How many people can be in the organization.

Current Usage

Go to the Plan page (Organization Switcher > Plan). All available plans are shown in a grid. For your active plan, usage bars show how much of each limit you've used:

Green -- Normal usage.
Yellow -- Warning (75%+ used).
Red -- Critical (90%+ used).

The plan card also shows your next billing date and whether the plan is set to cancel at the end of the period.

Upgrading Your Plan

Go to the Plan page.
Click Upgrade on the plan you want.
You're redirected to a Stripe checkout page.
Enter your payment details and confirm.
Your plan is upgraded immediately. New limits take effect right away.

Managing Billing

Click Manage Billing on the Plan page to open the Stripe customer portal. From there you can:

View and download invoices.
Update your payment method.
View your billing history.

Cancelling Your Plan

Go to the Plan page.
Click Cancel on your current plan.
Your subscription is set to cancel at the end of the current billing period.
You keep full access until the period ends.
After cancellation, you're moved to the Free plan.

Changed your mind? Click Renew before the period ends to reactivate.

Free plan

Every organization starts with a Free plan. It has limited resources but lets you try Echo without a payment method. Upgrade at any time.

Organization Settings

Editing the Organization Name

Go to the organization Settings page. Admins can edit the name. Members see it as read-only.

Deleting an Organization

Go to the organization Settings page.
In the Danger Zone, click Delete Organization.
Type the organization name to confirm.

Permanent deletion

The organization and all its data (assistants, content, leads, integrations) are permanently deleted. This action cannot be undone. Only admins can delete an organization.

Organization Overview

The organization overview page shows three key metrics:

Plan -- Your current subscription plan with a link to manage it.
Members -- Total team members with a role breakdown (admins and members).
Assistants -- Number of active assistants with a link to the dashboard.

For new organizations with no assistants, a prompt appears to create your first one.