Account

What the page is for

The Account tab is the customer's own user profile: profile picture, the email address he logs in with, and the actions that affect the whole account. It is also where he downloads a copy of his data, pauses the entire system and deletes his account. In the menu the tab is named after the customer's email address, under the section Account.

In the menu the Account section consists of, from top to bottom: the customer's email address (the account tab itself), Manage payment (not for a partner's customers), Privacy & security, Language and time zone, Appearance and Employees. The TRAINING CAMP section at the top of the menu holds, among others, Your business and, for the owner, Products and services.

What it looks like

From top to bottom: the heading "Account" with the line "Manage your account settings.", then the round profile picture with the name and email address beside it and the text "Click image to change". Below that it says "Last login" with date and time, if the customer has logged in before.

Then comes the field Email with the customer's address (the field cannot be typed in) and the button Change next to it, plus the line "A confirmation email will be sent when changed".

Lowest on the page, separated by a thin line, are Export my data, pausing the system and Delete account.

In the menu on the left, in the same Account section, is the item Manage payment. It is not a tab: a click opens the billing portal, where cards, invoices and cancelling the subscription live.

What the customer sees depends on who he is:

• Direct customer (buys straight from the platform): everything above.
• Customer at a partner: Manage payment and Delete account are gone. The subscription and the life cycle of the account belong with the partner.
• Employee (invited user): the delete button is called Delete my employee account. Profile picture and email are the employee's own.

Buttons and fields

Profile picture (click the picture)

Opens a small menu with Change and, if there is a picture already, Remove. Change opens the file picker. The file must be an image and may be at most 2 MB, otherwise "The image can be at most 2 MB" is shown. Then "Crop your profile picture" opens with a Zoom slider, Use photo and Cancel. The picture is saved straight away, and the customer sees "Profile picture updated". Remove deletes the picture and shows "Profile picture removed"; the initial is shown instead.

Change (email address)

Makes the email field editable and shows Save and Cancel. Save sends a confirmation email to the NEW address and shows "Confirmation email sent to your new address. Confirm to complete the change." The address only changes once the customer has clicked the link in the email. If the address is already in use on another account, "This email is already in use" is shown, and nothing changes. Logging in with the old address works until the confirmation is in place.

Manage payment (menu item under Account)

Opens the billing portal at the payment provider, where the customer changes payment card, sees and downloads invoices and cancels his subscription. On computer and mobile web it opens in the same tab and leads back to the settings afterwards; in the app it opens in the phone's own browser. If the customer has never paid, he is sent to the payment step in the setup instead, and in the app only "There is no active subscription to manage on this account" is shown. The item does not exist for a partner's customers.

Export my data

Fetches all of the customer's data and puts it as a file in the browser's downloads (GDPR article 20). The customer sees "Data exported successfully!" when the file is ready, and "Could not export data" if it went wrong. The button sends no email and changes nothing in the account.

Pause

Stops the customer's entire system immediately. The button asks first, and the warning matters: enquiries that arrive while the system is paused are LOST. They are not saved and will not be answered, and that includes new leads from the website, Facebook, phone calls and SMS. Once the pause is set, it says "The system is paused" with the button Start the system. The pause is only removed manually; the system never starts by itself. If the pause was set by an administrator, it says "Paused by administrator", and there is NO start button: then support has to reopen it.

If the system cannot run because something is missing, the list "Missing requirements" is shown on the card. The line "Training camp" leads into the setup guide, to the screen "Here's what we learned about <company>" if it is the business information that is missing.

Delete account

Opens "Are you sure?" and, on Yes, delete my account, deletes the account and all of the customer's data permanently. The customer sees "Your account has been deleted." and is logged out on all his devices. It cannot be undone. For an employee the button is called Delete my employee account and the confirmation Yes, delete my employee account, and only the employee's own access is removed: the company's account, data and subscription are untouched.

What the customer sees afterwards

Changing the email address sends a confirmation email to the new address, and nothing changes before the link has been clicked. A new profile picture takes effect immediately everywhere in the app, including the app on the phone. A pause hits leads directly: new enquiries are turned away at the door and cannot be retrieved afterwards, so a pause longer than a couple of hours costs leads. Deleting the account cannot be undone.

Typical questions from the customer

"Where do I change my payment card?"

Under Settings and the menu item Manage payment. That opens the billing portal, where cards, invoices and cancellation are gathered. If the customer is with an agency, the item does not exist: there it is the agency that invoices.

"I have changed my email, but I can still only log in with the old one"

That is correct until the confirmation email sent to the new address has been clicked. Ask the customer to check the inbox, including spam, on the NEW address.

"Can I shut the system down while we are on holiday?"

Yes, with Pause, but say it plainly: enquiries that arrive during the pause are lost and will not be answered. They are not stored anywhere. If the holiday has to be covered without losing leads, pause is the wrong button.

"What happens if I press Delete account?"

The account and all data are deleted permanently, and it cannot be undone. If it is an employee asking, the button removes only that employee's own access.

Limitations and errors

The tab cannot change the password, and there is no view of usage, plan or invoices on the page itself: everything about the subscription lives in the billing portal behind Manage payment.

Error messages the customer can meet: "The image can be at most 2 MB" and "Please select an image file" (the picture was not uploaded), "Could not upload image", "This email is already in use", "Could not change email", "Could not export data", "Could not open the billing portal, please try again" and "Could not delete account. Try again.". They all mean that the action was NOT completed, so the partner can safely ask the customer to try again.

If the system has been paused by an administrator, the customer cannot start it again himself; that case has to come in as a support ticket.