Mavera DocsWorkspaces, team & billing
Multiple workspaces, roles, invites, spend controls, and where the money goes.
Add billing safely with a dummy card
Walk through plan selection, Stripe's test card, payment method, and spend cap.
Choose Settings in the product navigation. On mobile, use the gear below the nav row.
Good afternoon
Choose a surface from the sidebar to begin.
- 1Open SettingsChoose Settings in the product navigation. On mobile, use the gear below the nav row.
- 2Open BillingChoose Billing from settings.
- 3Choose a planSelect the simulated Pro plan.
- 4Enter Stripe's test cardType 4242 4242 4242 4242. This is a local Stripe test number, not a real card.
- 5Add test expiry and CVCUse any future demo expiry and the test CVC 424.
- 6Add the dummy cardSave the local-only payment method.
- 7Set a spend capSet a monthly guardrail and review the invoice preview.
Workspaces
A workspace is a self-contained world: its own audiences, research, context, brand kit, credits. The switcher is the workspace name at the top-left — click it to:
- Switch between workspaces you belong to
- ＋ New workspace — name it, you're the owner, fresh balance
- ✎ Rename the current one (owners only)
Typical setup for an agency: one workspace per client. Audiences can be duplicated across workspaces from My Research (⧉ on any audience row).
Team & roles
Team page → invite by email. Roles, in plain terms:
| Role | Can |
|---|---|
| Owner | Everything, including billing and deleting the workspace. Pays for all usage in it. |
| Admin | Manage members, limits, and settings. |
| Member | Run research, build audiences, spend credits. |
| Viewer | Read everything, change nothing. |
Who pays
The workspace pays. Every run by anyone in the workspace draws from that workspace's credit balance — the owner's subscription carries the team. Per-person usage is broken out on the Usage page so you can see who's spending what.
Spend controls
Set limits on the Usage page at four levels — whole workspace, per person, per project, per conversation — each daily, weekly, or monthly. Hitting a hard limit blocks new work with an honest message (chat keeps answering so people can ask why).
Watching usage
- Usage page: today/week/month cards, daily spend chart, by-operation, by-person, by-project, and trend vs the previous period.
- The meter under the chat composer: live usage bar — click it for a breakdown popover without leaving the conversation.
- Settings (click your name, bottom-left): plan, invoices, payment method, cancel — all self-serve through the billing portal.