You find your account settings at the bottom of the sidebar under Account settings. The page has four tabs: Account settings, User profile, Members and Billing. Details about the business itself are elsewhere, in the Business profile.
Account settings
- Changing your e-mail. You enter the New email and click Change email. Leadoro sends a confirmation e-mail to the new address, and the change takes effect once you confirm.
- Changing your password. You enter the New password (at least 8 characters, a lowercase and an uppercase letter and a number) and click Change password. The new password must differ from the current one.
- Guided tour. The Start the tour again button walks you through the app again. Your data stays unchanged.
User profile
Here you manage your Full name, Phone, Company name and Industry. It is the profile of you as the account owner, separate from the business profile.
Members
Inviting other people to the account, their roles and removing them. See Team members.
Billing
On the Billing tab you see your subscription: the price and included minutes, Usage in this period, how many minutes are left and when the Next payment is. You find here:
- Change card or view invoices: opens the secure page of the payment provider where you manage your card and download invoices.
- Cancel subscription: the assistant works until the end of the paid period (Cancel at the end of the period). Until that date you can renew with Keep subscription.
- Cancel & refund: within 14 days of payment you can ask for a refund. The app first asks whether you would like to talk to our team (Schedule a call), or Continue to refund.
What is in the plan and what it costs is in Pricing. The plan status (trial, active subscription, or a payment problem) also shows in the sidebar.
Account and project IDs
In Settings → Account, under Project info, you see the Account ID and the Project ID, unique identifiers of your account and of this assistant. You don't normally need them, but when you contact support they speed things up. You can copy the fields but not edit them.
Danger zone
In Settings → Account the Danger zone at the bottom has the Delete project button: it irreversibly deletes the project and everything in it (calls, conversations, calendar and knowledge). On the Account settings page there is a Delete account button: it irreversibly deletes your account and all its projects and cancels the active subscription. The app asks you to confirm the deletion. It can't be undone, so only do it when you are sure.