Your plan and billing, branding, team and invitations, workspace settings, and how accounts work.
When you create your workspace on a plan with a trial, you get 14 days of full access at no charge. A card is requested up front and, when the trial ends, the plan continues automatically unless you cancel before then.
If the payment didn't go through, or you got in and don't see your plan active, it's almost always solved by retrying the payment or waiting a few minutes for it to confirm.
Your plan determines how many accounts you can manage and the monthly base price. Modules come separately: an included set plus the premium ones you activate. You see plans and pricing in Settings > Subscription, and adding accounts earns a volume discount.
From Settings > Subscription you see your plan and your next charge, change tiers, activate your plan when the trial ends, and cancel whenever you want. If you're going to cancel, export what you want to keep first.
In Settings > Subscription you'll find the invoice history to download them and the payment method to keep it up to date.
In Settings > Branding you upload your logo, your colors, and the app name so that MB Suite and the portal look like your brand, not like MB Suite. It's the foundation of white-label.
Your Brand Kit isn't just the logo in the bar: it's applied to reports and PDFs, the client portal, and your emails. And each account can inherit the workspace's brand or have its own.
Three settings that define how your space looks and what it includes: the workspace profile (name, logo, regional data), your personal preferences (theme and language), and the modules you have active.
Add your team from Members: you invite each person by their email and assign them a role. Until they accept, they stay as a pending invitation, which you can resend or cancel.
Each client lives in its own Account within your workspace. You create it from Accounts, and when you activate it you choose who pays its subscription. The account inherits the workspace's integrations and modules.
From the organization selector in the top bar you jump between your workspace and each client account. Some sections only appear in the workspace and others only inside an account.
