Manage annual firm access
An approved firm pays one flat annual price for a governed workspace with five total internal staff access places.
Read the billing summary
- Plan is the annual product level currently confirmed for the firm.
- Renewal is the end of the verified entitlement period. MacroGuru does not estimate a missing date.
- Internal places used combines active staff and staff invitations reserving a place.
- Available is included internal staff capacity that can still be assigned.
Activate the firm workspace
- Submit the firm application and KYC evidence. The firm owner cannot approve their own application.
- Wait for a MacroGuru platform administrator to approve the firm.
- MacroGuru supplies the exact isolated Test-pilot URL after approval. The production billing page opens no payment.
- On that pinned staging host, open Billing & access, confirm Test Mode — no real charge, select the currency, review the flat annual price, and simulate checkout.
- Wait for the payment provider to confirm capture. Access is not activated from the browser callback alone.
Assign capacity
The firm workspace includes five total internal staff access places: the existing owner plus four entitlement places. Open Access & team to invite staff. A pending staff invitation reserves a place until it is accepted, revoked, or expires. Client, principal, and delegate portal access does not consume this capacity.
Test Mode
On an explicitly approved staging site, every checkout, status, and receipt says Test Mode — no real charge. Test payments do not create revenue and cannot activate production access. The public MacroGuru site is status-only during this pilot and cannot create either a Test or Live order.
When checkout is unavailable
No plan or access change occurs. On production, request the isolated pilot link. On the supplied staging site, refresh once; if checkout remains unavailable, the platform operator must restore the approved Test configuration or reconcile a pending order.
Operator recovery
Platform administrators use Operations > Billing. The queue shows only exceptional orders and offers an action only after a fresh provider read-back. Customer payment details and provider credentials are not displayed.