> ## Documentation Index
> Fetch the complete documentation index at: https://eggz.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace settings, billing, and team management

> Configure your eggz workspace preferences, manage billing and subscription, invite team members, and set up Xero and Gmail integrations.

## Accessing settings

Click the gear icon in the top-right corner of the header to open Settings. Settings are organised into four tabs.

## General settings

Configure your workspace basics:

| Setting                | What it controls                                    |
| ---------------------- | --------------------------------------------------- |
| **Workspace name**     | Your company or team name displayed throughout eggz |
| **Timezone**           | Affects date display and reporting periods          |
| **Reporting currency** | Default currency for analytics and dashboards       |
| **Industry**           | Helps AI categorise expenses more accurately        |

## Billing

View and manage your subscription:

* See your current plan and usage — document credits are the only metered usage; the **AI assistant is included** with every plan
* Upgrade or downgrade your plan
* View document processing limits and current usage
* Manage payment methods

### Plan limits

| Feature                 | What it limits                                                                                                                                                                                                                                                                        |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Document processing** | Number of documents eggz processes for you: a monthly allowance on Solo and Growth (it refills every month whether you are billed monthly or yearly), unlimited on Scale, a one-off allowance of 50 on Free (see [Document limits](/help/guides/uploading-documents#document-limits)) |
| **Team members**        | Number of users in your workspace                                                                                                                                                                                                                                                     |
| **Integrations**        | Available third-party connections                                                                                                                                                                                                                                                     |

## Users

Manage your team:

* Invite new members to your workspace by email
* View current team members and their roles
* Remove members who no longer need access

<Note>User management is powered by WorkOS. Invited users receive an email to create their account or sign in with an existing one.</Note>

### Roles

| Role       | Permissions                                                          |
| ---------- | -------------------------------------------------------------------- |
| **Admin**  | Full access to all data, settings, integrations, and user management |
| **Member** | Access to own data only. Cannot manage settings, billing, or users.  |

## Integrations

Connect and manage external services:

### Xero

* **Connect/disconnect** your Xero account
* **Sync data** manually: Customers, Chart of Accounts, Invoices, Bills, Quotes
* **Map accounts**: Assign eggz expense categories to Xero account codes

See [Xero Integration](/help/guides/xero-sync) for the full setup guide.

### Gmail

* **Connect/disconnect** your Gmail account using WorkOS Pipes
* When connected, eggz can detect invoices, bills, and receipts in your inbox

<Tip>Both integrations can be set up during onboarding or at any time from this settings page.</Tip>