Account and billing
Roles, revenue visibility, plans, privacy and workspace settings.
6 articles · Updated Oct 14, 2026
- Roles and permissionsWhat Owner, Admin, Member and Viewer can do, and how to create custom roles.2 min read
- Revenue visibilityControl who can see and change company revenue, and choose whether it is shown as ARR or MRR.2 min read
- Plans and billingHow subscriptions, top-ups and review listing slots work, and where to manage them.2 min read
- Data retention and deletionWhat CustomerSaid keeps, what it removes on a schedule and how to delete a workspace.2 min read
- Privacy and securityHow CustomerSaid isolates workspaces, protects credentials and keeps customer text from steering the AI.2 min read
- Workspace settingsA tour of every Settings section, what it controls and who can open it.3 min read