HelpTeam, billing & admin panel

Team, billing & admin panel

4 min read·Updated Apr 21, 2026

The desktop app runs interviews. The admin panel handles everything else — invites, shared templates, billing. Open it from Settings → Organisation inside the app.

Two places, two jobs
The desktop app is where you run interviews. The admin panel is where you manage your team, templates, and plan. Open it from Settings → Organisation inside the app.

Plans at a glance

Starter
Free. Limited monthly sessions. Great for trying Sorinai before you commit.
Personal
Paid individual plan. Unlimited sessions, red-flag detection, follow-up emails.
Business
For teams. Everything in Personal, plus the admin panel, shared templates, and a seat for each recruiter.
Enterprise
Custom plan with SSO, procurement contracts, and volume pricing. Talk to us.

Opening the admin panel

In the desktop app, go to Settings → Organisation and click Open admin panel. It opens in your browser, signed in automatically. You’ll find pages for:

  • Dashboard — session count and activity chart.
  • Team — invite, remove, or promote teammates.
  • Templates — shared templates.
  • Job descriptions — shared JDs.
  • Billing — plan, seats, invoices.
  • Settings — organisation name and deletion.
Admins only
Only teammates with the Admin role can open the admin panel. Members don’t see it in Settings.

Inviting a teammate

  1. 1Open the admin panel, go to Team, and click Invite members.
  2. 2Paste their email and choose a role — Admin or Member.
  3. 3Click send. They get an invite email. Until they accept, their status shows as pending.
  4. 4Once they accept, they install Sorinai and sign in with the invited email. The seat attaches to your plan automatically.

Admin vs Member

Admin
Everything a Member can do, plus invite and remove teammates, upload shared templates and JDs, and manage billing.
Member
Runs interviews in the desktop app. Sees shared templates and JDs. Doesn’t see the admin panel.

You can promote or demote teammates on the Team page in the admin panel any time.

Sharing templates and JDs

Upload from the admin panel to share a template or JD with everyone on your team — it shows up in everyone’s session launcher. Upload from the desktop app and it’s yours alone.

Edits to a shared template only affect future sessions. Past sessions keep the version they were captured with.

Changing or cancelling your plan

All plan changes — switching between monthly and annual, updating your card, cancelling, grabbing past invoices — happen on the Billing page of the admin panel. Click Manage subscription and you’ll land on our payment provider’s hosted portal with your account already loaded.

Cancellations take effect at the end of the current billing period. You’ll see a reminder banner during the run-out, and sessions keep working right up to the end date.

Deleting your organisation

Can't be undone
Deleting your organisation removes every teammate, every shared template and JD, cancels your plan, and wipes the account. There’s no restore.

Before you can delete, you’ll need to:

  • Remove every other teammate, so you’re the only member left.
  • Make sure your plan is either cancelled or is about to be cancelled as part of deletion.

Once that’s done, delete from Settings → Delete organisation in the admin panel.

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