Account
The Account page shows usage and limits for the selected property, lets you switch properties and manage members, and provides owner-only data deletion and account closure actions. Your personal login can access your own property and properties shared with you. See Shared Properties for invitations and role permissions.
Use this page before large imports
If a record import, report creation, or dashboard creation fails because of a limit, check Account first. Records, reports, and dashboards each have their own usage counter.
At a Glance
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Usage and Limits
Review plan usage for records, reports, and dashboards.
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Trial Status
Check whether the account is in trial mode and when the trial expires.
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Property and Members
Select a property and expand Members to invite collaborators or manage their access.
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Delete Data
Clear account content while keeping the account itself.
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Close Account
Remove the account and identity-related data after confirmation.
Account Overview
The account overview shows the selected property's plan and usage. For shared properties, these limits come from the host owner's account and include the resources used by all members.
| Area | What it means |
|---|---|
| Service plan | The plan assigned to the property owner. |
| Trial status | Whether the account is in a trial period and when the trial expires. |
| Records usage | How many records are used compared with the property owner's limit. |
| Reports usage | How many reports are used compared with the property owner's limit. |
| Dashboards usage | How many dashboards are used compared with the property owner's limit. |
Account Actions
Use the usage cards to understand current consumption before importing data, creating reports, or building dashboards.
Common checks:
- Records usage before large imports
- Reports usage before creating templates or one-click solutions
- Dashboards usage before setting up recurring dashboard emails
Only the owner can delete data. This clears the selected property's working data while keeping the account itself. For a shared property, the deletion affects all members.
It can remove:
- Records
- Reports
- Dashboards
- Settings
- Scheduled integrations and related integration items
Data deletion is destructive
Use account data deletion only when you intentionally want to clear account content. Export any records, reports, dashboards, or settings you need before continuing.
Select your personal property to close your own account. Remove other members of your owned property first; closure is blocked while they remain. Closure removes the account itself after confirmation, including your memberships in other properties.
Account closure can remove:
- The user account record
- Identity and login-related account data
- Service tokens and web event tracking tokens
- Account settings
- Remaining account-owned content
Closing an account removes login access
Closing an account is intended for permanent account removal. After closure, the account cannot be used to log in.
Before Deleting or Closing
Before using either destructive action:
- Export important records from the Records page.
- Export reusable reports or report bundles.
- Export appearance settings if you want to reuse them in another account.
- Review scheduled imports and dashboard email reporting.
- Confirm that no shared report links or dashboards still need to be available.
- Coordinate with property members before deleting shared data; remove other members before closing your own account.
Confirmation is required
The app asks for confirmation before deletion or closure is submitted. The backend also uses a short-lived confirmation token for the request.