Academy
Managing Your Team on OUPI: Members, Credits, Branding & More
A hands-on intermediate course for admins covering every aspect of team management on OUPI. Learn to invite members, manage seats, distribute and monitor credit allowances, share knowledge bases and Brand Voice, understand billing mechanics, and keep your team running efficiently — all from the Team Management and Subscription pages.
Course outline
1
Inviting Members and Managing Seats
Learn how to invite team members by email, understand how seats are allocated by your plan, and free seats by removing members when needed.
2
Understanding Credits and Your Subscription
Understand what credits are, how they are consumed, where to check your balance and plan details, and that you are only charged for successful operations.
3
Distributing Team Credit Allowances
Learn how to grant monthly credit allowances to each team member from your shared team plan and understand how personal and team allowances combine.
4
Monitoring Team Usage and Adjusting Allowances
Use the team usage overview to see who consumes what and which tools are used, then adjust allowances to match actual needs and control costs.
5
Sharing Knowledge, Brand Voice and Skills
Set up team-wide shared resources — knowledge bases, your company Brand Voice, and admin-published skills — so every member works with consistent grounding and style.
6
Plan Changes, Payments and Invoices
Know how to upgrade or downgrade your team plan, manage payment methods, retrieve invoices, and troubleshoot failed payments from the Subscription page.
7
Handling Credit Shortages and Using Your Own API Keys
Understand your options when credits run out — upgrading, waiting for renewal, or leveraging team allowances — and learn how to register your own provider API keys on eligible plans.
Take this course in OUPI
Progress, quiz and certificate in your account — 8 questions to check what you learned and earn a certificate, in your OUPI workspace.