Secure your account and manage your subscription

The Settings area is where you manage your account details, security, and subscription. You reach it from the account menu in the top bar (shown as testAccount in the captured evidence). A breadcrumb reads Dashboard › Settings, and the panel header shows Settings with the subtitle “Manage your account settings and preferences.”

Settings is organised into two tabs, selected from a vertical sub-navigation on the left of the panel:

• Account — your account details and security (Change Password, Two-Step Verification), plus a Danger Zone for deleting your account.
• Billing — your current subscription and payment details (Premium Membership, dates, Cancel Subscription, and Other Subscriptions).

The active tab is highlighted with a coral-orange pill. The surrounding application frame — the global left nav and the top bar with your Credits balance, Top-up & History, the Ctrl+K command palette, and the account menu — stays in place while you switch tabs.

Note

Team and seat management is not part of Settings. It lives on a dedicated My Team screen, which is separate from both this Settings panel and the Credits & Licenses page.

Settings, Account tab, Account & Security + Danger Zone

Account tab

The Account tab is titled “Account” with the subtitle “Manage your account details and security settings.” It contains an Account & Security section and a Danger Zone.

Account & Security

The ACCOUNT & SECURITY section groups two expandable rows. Each shows an icon, a label, helper text, and a chevron that expands the row in place.

Row	Helper text	Behaviour
Change Password	”Update your account password”	Expands to reveal a password-change form.
Two-Step Verification	”Add an extra layer of security”	Expands to reveal 2FA setup controls.

• Change Password updates the password you use to sign in. Expanding the row reveals a password-change form.
• Two-Step Verification is the product’s 2FA feature — a second authentication factor required at login in addition to your password. Expanding the row reveals the setup controls.

Caution

The field-level details of the Change Password form (its fields and validation rules) and the Two-Step Verification enrolment flow (whether the second factor is an authenticator app, SMS, or email, and whether backup codes are issued) are not yet confirmed — the rows and their labels are captured, but the expanded contents are not. Follow the on-screen prompts when you expand each row.

Danger Zone

The DANGER ZONE section is rendered in red and contains a single destructive action.

• Delete Account — described as “Permanently delete your account and all associated data. This action cannot be undone.”

Caution

Deleting your account is permanent and cannot be undone. It removes your account and all associated data.

Account deletion is gated by an active subscription. In the captured state, a warning banner reads: “You have an active premium subscription. Please cancel your subscription before deleting your account.” — with cancel your subscription shown as a link.

To delete your account while a Premium Membership is active:

1. On the Account tab, note the warning in the Danger Zone.
2. Select the cancel your subscription link (or go to the Billing tab and use Cancel Subscription).
3. Complete the cancellation.
4. Return to the Danger Zone to delete your account.

Caution

The exact behaviour after cancellation is not yet confirmed. In the captured (gated) state, no separate Delete Account confirm control is visible; deletion is expected to become available only once the subscription is cancelled, and the destination of the “cancel your subscription” link was not captured.

Billing tab

The Billing tab is titled “Billing” with the subtitle “Manage your subscription and payment details.” A coral-orange Premium badge appears at the top-right. It contains a Current Plan section and an Other Subscriptions section.

Settings, Billing tab, Premium Membership + Other Subscriptions

Current Plan — Premium Membership

The CURRENT PLAN section shows a Premium Membership card with a diamond icon and a green Active status badge. The card displays three dated fields, each read-only:

Field	Example value
START DATE	Dec 25, 2023
END DATE	Jun 25, 2028
RENEWAL DATE	Jan 25, 2028

The dates shown above are the values captured for one specific account; yours will differ.

Caution

The END DATE and RENEWAL DATE fields are displayed side by side, but the UI does not explain how they relate (for example, which one drives your billing cycle). This relationship is not yet confirmed — read the values as shown rather than inferring the cycle logic.

Below the dates sits a red-outlined Cancel Subscription button.

• Selecting Cancel Subscription starts the cancellation flow.
• This is the same cancellation action referenced by the Danger Zone link, and it is the prerequisite for unlocking Delete Account.

Caution

The confirmation dialog and the state after cancelling are not yet confirmed — they were not captured. Follow the on-screen prompts to complete cancellation.

Other Subscriptions

The OTHER SUBSCRIPTIONS section lists any additional or add-on subscriptions. In the captured state it shows an empty-state card reading “No other active subscriptions.”

Subscription, credits, and teams

• Your subscription and your credits are separate. The Premium Membership managed here is a recurring Subscription. It is distinct from Credits (your prepaid usage currency) and from Top-up / Auto-topup, which are managed elsewhere.
• There are two independent credit pools — the main Global search-credits pool and the S.A.R.G.E. (AI Agent) pool — topped up and spent independently. Neither is the same thing as the Premium Membership subscription shown on the Billing tab.
• Team accounts share one common pool of credits and can share Cases, all controlled by a team leader.

Caution

On a team account, how an individual’s Billing tab relates to the team-leader-controlled shared billing is not yet confirmed — the captured evidence is a single account.

Verified against UserSearch v2.0.20