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Managing Your Organization

As an Admin, you have access to specialized sections in the left-hand menu to oversee team collaboration and monitor resource consumption.

Note

These management sections are restricted to users with Admin roles; standard team members will not see these options in their navigation.

Team Management

Taleva is built for scale. For both Team and Business plans, there is no limit on the number of teammates you can invite, allowing your entire department to work within a single ecosystem.

  • Invitations: Add new users to your organization from the Team Member section.
  • Roles & Permissions: Assign specific roles to control access levels for each new member.
  • Onboarding Tracking: See at a glance who has accepted their invitation and joined the workspace.

Credit Usage & Activity

In the Credit Usage section, you can monitor how your organization's shared credit pool is being utilized:

  • Renewal Date: Track when your monthly or yearly allowances are scheduled to reset.
  • Live Balances: View real-time totals for Contact Credits, Export Credits, and Qualified Profile Credits.
  • Team Activity Table: Review a detailed breakdown of each user's activity to see how Taleva is being leveraged across the team.

Subscription and Financials

You will find the following sections located near the Manage Organization tab in the sidebar menu:

Plans (Located above Manage Organization)

  • Upgrades: Move to a higher tier instantly if you need more credits.
  • Modifications: Browse available plan types or manage cancellations.

Billing (Located below Manage Organization)

  • Invoices: Access and download your full history of Taleva invoices.
  • Payment Details: Update your credit card information or billing address.

If you have any remaining questions regarding user management, changing your plan, or any other general inquiries, please do not hesitate to contact our support team, we are always happy to help.