Billing and Account Utilization Dashboard

Last updated: March 17, 2026

Overview

The Billing and Account Utilization dashboard provides comprehensive visibility into your workspace's usage metrics across contracts, users, workflows, and additional features. This dashboard enables billing administrators to monitor usage against committed limits and download user-level audit reports for compliance purposes.

Accessing the Dashboard

Prerequisite: Billing Permission

To access the dashboard, users need to be part of a team that has the "Manage Billing and Payments" permission.

(Read: Permission Levels and Access Control)

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Navigating to the dashboard

Billing administrators can access this dashboard by navigating to Settings > Billing and Account Utilization in the workspace settings menu.

 

General Usage

Contract Usage Data

This section displays information about contract usage against your committed limits. Note that data may not reflect real-time usage if you are on a different subscription plan.

Cumulative Contracts Created

  • Description: A line graph showing the total number of contracts created over time. Shows both cumulative contracts created and paid contract limits.

Contracts Usage Overview

  • Description: Displays current contract usage against the limit. Indicates the count includes both active contracts and deleted contracts

Contract Limit Summary

  • Description: A horizontal bar chart showing contract usage as a percentage.

Licensed Usage Data

This section provides insights into user licensing and seat utilization.

Licensed User Utilization

  • Description: A bar chart comparing licensed users against paid user seats over time

Active Licensed Users Table

  • Description: Detailed list of all users currently consuming licenses

  • Columns:

    • User Name: Display name of the licensed user

    • User Email: Email address associated with the user account

    • Licensed User From: Date when the user was first assigned a license

    • Last Activity Date: Most recent login or activity timestamp

Workflow Usage Data

This section tracks workflow creation and utilization metrics.

Workflow Utilization

  • Description: Bar chart showing the growth of published workflows over time

Active Workflows Table

  • Description: List of all currently active workflows in the workspace

  • Columns:

    • Workflow Name: Display name of the workflow

    • Workflow Link: Direct URL to access the workflow in the workflow manager

Other Usage Data

This section contains metrics for additional purchased modules. Data may not display if you are not subscribed to these features.

Clickthrough Contract Activity

  • Description: Bar chart tracking cumulative count of contracts created using Clickthrough

Smart Data Capture Usage

  • Description: Bar chart displaying data extraction credits consumed

Smart Data Capture Credits Summary

  • Description: Horizontal bar showing total SDC credits used

Add-on Features

This section lists all features and integrations enabled for your workspace.

Features and Integrations List

  • Description: Shows a list of additional features and integrations enabled on your workspace.

Users and Permissions

User Audit Report

You can download an audit report of all the users added in the workspace by clicking on the Download Audit Logs button in the top right. Note that this is limited to the last 20,000 rows.

Audit Report Contents

The downloaded CSV file includes:

  • User who performed: Email of the administrator who made changes

  • Action Name: Type of action performed (Add permission, Remove permission, etc.)

  • User (email) or team: Target user or team affected by the action

  • Permission added: Specific permission or role assigned

  • Asset type: Type of asset (Contract, Contract Type, etc.)

  • Asset: Specific asset name or identifier

  • Asset ID: Unique system identifier for the asset

  • IP Address: IP address from which the action was performed

  • Time when action was done: Timestamp of the action

Users and Permissions

The Users and Permissions dashboard provides a centralized, comprehensive overview of your workspace access structure. Using the four detailed tables outlined below, you can quickly determine a user's permissions to different contract types.

Workspace Members Table


Description: A comprehensive list of all users within the workspace, providing insights into their licensing status and overall contract activity.

Columns:

  • User Name: Display name of the user

  • User Email: Email address associated with the user account

  • Last Active On: Most recent login or activity timestamp for the user

  • Invitation status: Indicates whether the user has accepted their invite to the workspace

  • Licensed User: Displays whether the individual is a licensed user

  • Teams: The specific teams the user is currently assigned to

  • Contracts Created: The total number of contracts generated by the user

  • Contracts Edited: The total number of contracts edited by the user

Teams and Users Table


Description: A breakdown of all teams within the workspace and the individual users belonging to each team.

Columns:

  • Team name: The name of the team

  • User Email: Email address associated with the team member

  • Invitation status: Indicates whether the user has accepted their invite to the workspace

  • User Name: Display name of the user

  • Last Active On: Most recent login or activity timestamp for the user

  • Permission Level: Classifies the user's access level within the team as either a Licensed user (Creator/Editor) or a Collaborator (View only)

Teams and Permissions Table

Description: A detailed view mapping out the specific contract type permissions granted to each team across the workspace.

Columns:

  • Team: The name of the team

  • Contract type: The contract type the team has access to

  • Permissions: The actions the team is allowed to perform on the contract type (e.g., creator, editor, signatory, suggester, viewer)

  • Permission Level: Classifies the granted permissions as either requiring a Licensed user (Creator/Editor) or a Collaborator (View only)

Users and Permissions Table


Description: A granular breakdown of the exact access rights every individual user holds for different contract types, including the origin of those permissions.

Columns:

  • User Name: Display name of the user

  • Permission from: Indicates the source of the user's access, specifying whether it was inherited by being part of a specific team or granted to them individually

  • Contract type: The contract type the user has access to

  • Permissions: The actions the user is allowed to perform on the contract type (e.g., Creator, Editor, Signatory, Suggester, Viewer)

Usage Notifications

The system automatically sends email notifications to billing administrators when contract usage or user allocation reaches 100% of committed limits.

Please reach out to your CSM if you have any questions about this data.