Your plan and credits

Your plan, for a firm managed by CRE Agents.

The three numbers

	What it means
Seats in use	How many people have a seat, out of how many your plan includes.
Catalogs per seat	How many catalogs each person can hold at once.
Firm credits a month	One pool for the whole firm, shared by everyone.

How credits work

Tasks that pull live data draw from the firm’s credit pool. The pool resets every month, on the date shown under Credits this month.

• The page shows how much is left, who drew the most, and how long the rest lasts at the current pace.
• When credits run low, a notice appears on the Firm overview.
• If the pool runs out, tasks that pull data pause until the reset. Everything else still runs.

Only admins see any of this. Members never see credits or limits.

Changing your plan

There’s nothing to buy in the portal. To add seats, catalogs or credits, click Message CRE Agents and tell us what you need.

If your firm is…	You’ll see	To change it
Managed by CRE Agents	“Managed by CRE Agents”	Message CRE Agents. Terms and invoices are handled outside the portal.
Paying by card	“Paid by card”	Message CRE Agents. Update your card or get invoices from Account, Your seat.

Next steps

Team and seatsWho's using seats and credits.

Admin overviewEverything on the Firm pages.