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Billing & Plan lives in Settings under the Organization group. It’s visible to organization admins and the organization’s primary admin. Members don’t see it — if you need a plan change, ask an admin.

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Viewing your plan

The Billing & Plan page shows your organization’s current plan and remaining credits, along with the available plan options and checkout. If the page shows “Billing is not yet configured,” contact support — your organization’s billing hasn’t been set up yet.

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What your plan affects

Plans determine what your organization can access and how much of it:
  • Feature availability. Some capabilities are included only on select plans — for example, the Knowledge library, image generation in Galleries, and integrations. Pages that aren’t included on your plan show a locked state with a Request Access option.
  • Tracker limits. Each plan allows a set number of trackers. Creating one beyond the limit shows “You’re tracking as much as this plan allows” with an option to upgrade.
  • Credits. Chat and playbook runs consume credits; your remaining balance is shown on the Billing & Plan page.
  • Storage. How much data your organization can keep in its library.
Plan details vary by organization — for specifics on what your plan includes, ask your Merciv representative.

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Upgrading

Admins can change plans from the plan options on the Billing & Plan page and complete checkout there. Organizations on a free plan are directed to request access instead of self-serve checkout — contact your Merciv representative to discuss options. If checkout fails (“We couldn’t complete your plan change”), retry; if it persists, contact support with your organization name and the plan you’re trying to move to.

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If your access lapses

When an organization’s platform access ends, sending messages in Chat is blocked with “Upgrade to keep chatting — This organization no longer has platform access.” Your work isn’t gone — you just can’t create new activity until access is restored. To resolve it:
  • An organization admin can upgrade from Settings → Billing & Plan or request access from there.
  • If you belong to more than one organization, you can switch to another organization and keep working there.
  • Otherwise, contact your Merciv representative to restore access.