Account Management Walkthrough

Profile Tab

1. Navigate to Account from the sidebar

   

   

2. The Profile tab is shown by default

3. View and edit company information:

   

   • Company Name
   • First Name and Last Name
   • Email Address
   • Phone Number
   • Address, City, State, Zip Code, Country

4. Role and Created On fields are read-only and cannot be changed

5. Click Save after making changes

User Management Tab

1. Click the User Management tab

   

2. View all users in the account with their name, email, role, and status

   

3. Click + to add a new user

   

4. Fill in the required fields:

   

   • First Name and Last Name
   • Email Address
   • Role — determines what the user can access (see Roles and Permissions reference)
   • Password — must meet complexity requirements

5. Click Create to send a verification email to the new user

   

6. The user must click the verification link before they can log in

7. Use the slider toggle next to any user to activate or deactivate their access

   

8. Deactivated users cannot log in but their data and history are preserved

API Keys Tab

1. Click the API Keys tab

   

2. View all existing API keys with their name, creation date, and permission levels

   

3. Click Add to generate a new key

   

4. Enter a Name for the key (e.g., "Production Contact API")

5. Set permissions for each API:

   • Contact API: None, Read Only, or Full Access
   • Transactional Email API: None, Read Only, or Full Access
   • Suppression API: None, Read Only, or Full Access

6. Click Create

7. Click Copy to copy the API key. You can return to the API Keys tab at any time to view or copy an existing key — it is not hidden after creation.

8. To edit permissions later, click the key name > adjust permissions > Save

9. To revoke a key, click the Delete icon next to it

Plans Tab

1. Click the Plans tab

   

2. View all available plan tiers:

   

   • Starter — basic features, lower volume limits
   • Growth — expanded features, higher volume caps
   • Pro — advanced features, priority support
   • Enterprise — custom volume, dedicated support, SLA

3. Each plan card shows included features and pricing

   

4. Click Choose Plan on the desired tier to upgrade

   

5. Plan changes take effect at the start of the next billing cycle

6. For Enterprise, click Request a Quote to contact the sales team

   

Billing Tab

1. Click the Billing tab

   

2. View your current payment method (last four digits of card)

   

3. Click Update to change the payment card on file

   

4. Enter new card details and click Save

Usage Report Tab

1. Click the Usage Report tab

   

2. View current period usage across three categories:

   

   • Sends — total emails sent vs plan limit
   • Contacts — total contacts stored vs plan limit
   • Suppressions — total suppression records vs plan limit

3. A daily breakdown chart shows usage trends for the current billing period

   

4. Use this data to determine if a plan upgrade is needed

Transactions Tab

1. Click the Transactions tab

   

2. View payment history in a table: date, amount, status, invoice number

   

3. Click Download next to any transaction to get a PDF invoice

   

4. Use invoices for accounting and expense tracking