Organization Settings

Configure organization-wide settings including team members, billing, and shared resources.

Organization Profile

Organization Information

Update your organization details:

1. Go to Settings > Organization
2. Edit:
   • Organization name
   • Billing email
   • Logo

Payment methods, invoices, and subscription details are managed separately on the Settings > Billing tab — see Billing below.

Team Management

View Members

See all team members:

1. Go to Settings > User Management
2. View the member list:
   • Name and email
   • Role
   • Last active

Add Members

Invite new team members:

1. Go to Settings > User Management
2. Click Add Users
3. Enter one or more email addresses
4. Click Invite

New members join with the Member role. Change a member’s role afterward from the Organization Role column in the member list.

Member Roles

Role	Permissions
Owner	Full control, billing, delete org
Admin	Manage members, settings
Member	Create and edit projects

Remove Members

Remove team members from Settings > User Management:

1. If the member holds a seat, turn off their Seat first — HVAKR blocks removal with a warning until the seat is freed
2. Select the member’s row using its checkbox
3. Click Delete Selection, or press Delete

Groups (Enterprise)

Organization admins on Enterprise plans can organize members into groups — offices, disciplines, or teams — on Settings > User Management:

1. Scroll to Groups and click Add Group
2. Rename the group inline from the group list
3. Assign members from the Groups column in the member list

A member can belong to several groups. If your organization uses SCIM directory sync, groups from your identity provider are mirrored into HVAKR automatically.

Subscription

Current Plan

View your subscription:

1. Go to Settings > Billing and find the Subscription section
2. See:
   • Plan
   • Quantity (seats)
   • Next Renewal
   • Renewal Amount

Upgrade Plan

Change your subscription:

1. Click Update Subscription
2. Select a new plan in the billing portal
3. Complete payment

Manage Seats

Adjust team size:

• Add seats for new members
• Remove unused seats
• Billing adjusts automatically

Billing

Payment Methods

View the cards on file:

1. Go to Settings > Billing and find the Payment Methods section
2. Each saved card shows its brand, last four digits, and expiry, with a Default tag on the active card
3. Add, replace, or remove a card through the billing portal — click Update Subscription to open it

Your billing email is edited separately on the Settings > Organization tab — see Organization Information above. Organization admins can turn on Send me receipts for all payments in the Subscription section to receive a receipt by email for every charge.

Invoices

Organization admins can review payment history in the Invoices table on Settings > Billing. Each row lists:

• Date, Amount, Type, Description, and Status
• An Open button to view or download the invoice in the billing portal

Usage

AI Credits

Track credit consumption for AI features:

1. Go to Settings > Credits
2. View:
   • Included credits remaining
   • On-demand credit balance
   • Total available credits

Credits power AI features such as HVAKR AI and Auto Takeoff. Included credits refill monthly based on your plan and seat count. Organization admins can also configure on-demand spending limits and purchase additional credits.

Member Activity

Organization admins on Enterprise plans can review team activity on Settings > User Management:

• Last Active — when the member last used HVAKR
• Recent Usage — session time in minutes over a recent window

Referrals

Referral Program

Refer colleagues and you both earn a reward:

1. Go to Settings > Referrals
2. Copy your referral link, or send email invites directly
3. Share it with colleagues
4. You and your friend each earn a $100 Amazon gift card once they sign up for an HVAKR plan

HVAKR emails both of you a gift card code once the reward is available. The Completed Referrals list shows everyone who has signed up through your link.