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Use Settings to manage your account, team members, integrations, AI usage, and billing access.
Some settings are only available to the team leader or billing owner.

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Open settings

  1. Click your avatar in the left sidebar.
  2. Click Settings.
  3. Choose the settings area you want to manage.

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Update your account

In Account, click Customize account to update your personal profile and account details. Use Integrations to connect tools such as Jira, Slack, PostHog, Google Analytics, or Google Calendar when they are available for your workspace.

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Invite a teammate

  1. Open Settings.
  2. Go to Team and click Manage team.
  3. Click Invite new member.
  4. Enter the teammate’s email address.
  5. Click Send invite.
The invited teammate receives instructions to join your Fred workspace. You can also copy the generated signup link from the invite modal and share it directly.

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Remove a teammate

  1. Open Settings.
  2. Go to Team and click Manage team.
  3. Find the teammate.
  4. Click the delete action in Actions.
  5. Confirm the change.
Remove access when someone no longer needs project, study, evidence, or report access. The team table shows each person’s Name, Role, Last active, Status, and available Actions. Roles include Researcher and Team Member. Status can be Active, Pending invite, or Deactivated.
If your workspace is over its seat limit, Fred can temporarily deactivate extra members until you remove seats or upgrade your plan.

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Manage billing

  1. Open Settings.
  2. Go to Billing.
  3. Click Manage billing.
Fred may send billing owners to Stripe to manage payment details, invoices, or subscription changes.

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Review AI usage

  1. Open Settings.
  2. Go to AI usage.
  3. Click View AI usage.
Use this page to review consumed AI units and the active job cap for your plan. Learn more about plans