# Chapter 8: Team and Billing

> How to invite team members, manage roles, change plans, and handle billing.

---

## 8.1 Team — Team Members

Go to **Team** in the sidebar.

### Available roles

| Role | What they can do | Best for |
|------|-----------------|---------|
| **Admin** | Everything. Create, edit, publish, delete, billing. | Agency owner |
| **Editor** | Create and edit projects. Publish sites. Can't delete projects or view billing. | Designers, copywriters |
| **Viewer** | View projects and analytics. Can't edit or publish. | Clients, managers |

### Invite a member

1. Go to **Team**
2. Click **"Invite member"**
3. Enter their email
4. Select the role
5. Click **"Send invitation"**

The invitee receives an email with a link. When they click it, they join your organization.

### Pending invitations

If someone hasn't accepted yet, they appear in "Pending". You can:
- **Resend** the email
- **Copy the link** to send via WhatsApp/Slack
- **Cancel** the invitation

### Remove a member

1. In the members list, click the "..." menu on the member
2. **"Remove from team"**
3. Confirmation

**What happens:** The member loses access immediately. Their projects and changes remain intact.

---

## 8.2 Billing — Payments

Go to **Billing** in the sidebar.

### Available plans

| Plan | Price | Projects | Domains | AI/mo | Team | Best for |
|------|-------|----------|---------|-------|------|---------|
| **Free** | $0 | 1 | 0 | 1 total | 1 | Trying the platform |
| **Pro** | $29/mo | 10 | 1 | 10 | 5 | Local businesses, freelancers |
| **Agency** | $99/mo | 100 | 10 | 999 | 20 | Marketing agencies |
| **Enterprise** | Custom | ∞ | ∞ | ∞ | ∞ | Large agencies |

> **Public pricing page:** `![PageGenius Pricing](/help/screenshots/pagegenius-pricing.png)`

### Change plan (Upgrade)

1. Go to **Billing**
2. Select the new plan
3. Click **"Upgrade"**
4. You're redirected to Stripe Checkout
5. Complete your card details
6. Upon returning to PageGenius, the plan is active immediately

### Downgrade (lower plan)

1. Go to **Billing**
2. Click **"Manage subscription"**
3. Takes you to the **Stripe Customer Portal**
4. Select a lower plan or **Cancel**

**Warning when downgrading:**
- If you have more projects than the new plan's limit, excess projects are archived (not deleted, but can't be edited until you upgrade or delete others).
- Extra domains are disconnected.

### Cancel subscription

1. Stripe Customer Portal → **Cancel subscription**
2. Cancellation takes effect at the end of the current period (you don't lose what you already paid for)
3. When it expires, the plan reverts to **Free**

### Payment methods

PageGenius uses **Stripe** for payment processing.

- Credit/debit cards: Visa, Mastercard, Amex, Discover
- We don't accept PayPal or bank transfers
- The invoice arrives by email from Stripe

---

## 8.3 Organization Settings

Go to **Settings** in the sidebar.

### Tab: General

| Field | What it does |
|-------|-------------|
| **Name** | Visible name of your organization |
| **Slug** | Unique identifier in internal URLs |
| **Language** | Default language for new projects |

### Tab: Branding

| Field | What it does |
|-------|-------------|
| **Logo** | Logo that appears in the header of published sites |
| **Logo Dark** | Logo for dark backgrounds (optional) |
| **Primary Color** | Button, link, and accent color |
| **Secondary Color** | Background and detail color |
| **Custom CSS** | Additional CSS styles for all sites |

### Tab: Advanced

| Field | What it does |
|-------|-------------|
| **Notification Email** | Where lead emails go |
| **Webhook URL** | URL that receives a POST for each lead (for n8n/Zapier) |
| **Google Analytics ID** | GA4 tracking ID (optional) |

---

## 8.4 Webhooks

If you use n8n, Zapier, Make, or any automation tool:

1. Go to **Settings** → **Advanced**
2. In **Webhook URL**, paste your webhook URL
3. Every time someone completes a form, PageGenius sends a POST:

```json
{
  "event": "form.submission",
  "data": {
    "name": "John Doe",
    "email": "john@email.com",
    "phone": "305-123-4567",
    "message": "Need a quote",
    "projectSlug": "auto-shop",
    "pagePath": "/contact",
    "submittedAt": "2026-06-04T10:23:00Z"
  }
}
```

---

## 8.5 Team/Billing Problems and Solutions

### "I can't invite more members"
- **Cause:** You've reached your plan's limit.
- **Solution:** Remove existing members or upgrade to Agency.

### "The invitee didn't receive the email"
- **Cause:** Spam, corporate firewall, or incorrect email.
- **Solution:** Copy the invitation link from "Pending" and send it via WhatsApp/Slack.

### "My payment was rejected"
- **Cause:** Expired card, insufficient funds, or bank blocking Stripe.
- **Solution:** Check your details in Stripe Checkout. If it persists, try another card or contact your bank.

### "I downgraded to Free and lost projects"
- **Cause:** Free only allows 1 project. Others are archived (not deleted, but can't be edited).
- **Solution:** Upgrade again to regain access, or delete projects to stay within the limit.

### "I don't know if I'm on Pro or Agency"
- **Solution:** Look at the plan chip in the top right corner of the dashboard, or go to **Billing**.

### "I want to change the notification email"
- **Solution:** **Settings** → **Advanced** → **Notification Email**.

---

## Chapter 8 Summary

| Task | Where | Note |
|------|-------|------|
| Invite team | Team | Admin only |
| Change plan | Billing | Instant upgrade |
| Cancel | Billing → Stripe Portal | Effective at period end |
| Configure branding | Settings → Branding | Affects all sites |
| Connect webhook | Settings → Advanced | For n8n/Zapier |

---

**Next chapter:** [Chapter 9: Problems and Solutions](17i-en-troubleshooting.md)