Docs

Team

Team, training, and billing

Use team views, training courses, subscription pages, invoices, and account billing controls.

Audience
Agents managing growth, training, and subscription state
Region
US and Canada

Overview

Team pages show downline and promotion context where team data is available.

Training pages expose course catalogs and course management workflows.

Billing pages show current subscription state, invoice history, checkout/portal actions, and subscription controls.

Requirements

  • Team data for team hierarchy views.
  • Training content for course pages.
  • Stripe billing account for subscription and invoice management.

Walkthrough

  1. 1. Review team performance

    Open Team to view hierarchy, direct recruits, volume, rank, and related member detail pages.

  2. 2. Manage training

    Open Training to browse courses. Users with permissions can open Training > Manage to create or edit course content.

  3. 3. Review billing

    Open Billing to see current plan, renewal/invoice data, and available billing portal actions.

  4. 4. Handle trial or subscription state

    Use Subscribe or Trial ended pages when the account needs a plan selection or payment update.

Where to go

AreaUS pathCanada path
Team/us/team/ca/team
Training/us/training/ca/training
Training manager/us/training/manage/ca/training/manage
Billing/us/billing/ca/billing
Subscribe/us/subscribe/ca/subscribe

Tips

  • Billing actions are handled through Stripe where applicable.
  • Training management may be role-restricted.
  • Team data depends on the account’s downline/import state.

Troubleshooting

Billing portal does not open

Refresh the page and try again. If it still fails, contact support with your account email and billing action.