Firm admin overview

If you’re an admin on a Team or Enterprise plan, the portal has a second space just for running your firm. Flip the Me / Firm switch at the top of the left menu to get there.

The Firm overview is your team's Home.

The Firm pages

Page	What you do there
Overview	Your team’s Home: ask Vic about your firm, the credits left this month, who’s connected an AI, and your team’s time saved.
Team	Invite people, set up departments and their catalog menus, make someone an admin, or remove a seat.
Setup	The first time you sign in, you set up the firm before your own account. See Set up your firm.
Requests	Answer people who asked for a catalog or another seat.
Your plan	See your seats, catalogs per seat, and the firm’s pooled credits.
Identity	Set your firm’s name, logo, and the type style your AI uses for deliverables.

Admins and members

	Member	Admin
Connects an AI and runs tasks	✓	✓
Picks their own catalogs	✓	✓
Sees the Firm pages		✓
Invites people and removes seats		✓
Sets departments and their menus		✓
Sets the firm’s identity		✓
Sees the firm’s credits		✓

Members never see credits or limits. The credit pool lives on the Firm pages only.

Next steps

Set up your firmIdentity, departments and your team, in one go.

Team and seatsInvite people and set up departments.

IdentityPut your firm's name and type on every deliverable.