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Managing My Account

Managing My Account

How to manage your subscription, payment details, and additional users

Chris Moyer avatar Alyssa Gatto avatar Julian Dutton avatar +1
17 articles in this collection
Written by Chris Moyer, Alyssa Gatto, Julian Dutton and 1 other

What does it mean to transfer my "Primary Account" account to someone else?

Did you sign up with the wrong email address? Does someone else need to make the purchases? Has the primary account holder left the company?
Chris Moyer avatar
Written by Chris Moyer
Updated over a week ago

Changing the initials associated with my portfolio icon.

These do not impact the functionality of the platform, but can be replaced by adding an image to your portfolio.
Julian Dutton avatar
Written by Julian Dutton
Updated over a week ago

How do I reactivate service?

Turning your subscription back on once it's been cancelled
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

How do I upgrade my account?

Upgrade your subscription plan based on your needs
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

How do I upgrade to an Enterprise subscription?

Contact your Account Manager, or ask us in the chat!
Chris Masella avatar
Written by Chris Masella
Updated over a week ago

How do I assign available seats on my account?

Assigning user credentials after additional seats have been purchased.
Julian Dutton avatar
Written by Julian Dutton
Updated over a week ago

How do I change the users on my account?

You can swap users directly via your primary account.
Julian Dutton avatar
Written by Julian Dutton
Updated over a week ago

What kind of email addresses can I sign up with and use in the system?

Approved roles and criteria for sign up and operating within the License Database
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

Setting the preferences on your account.

How to change the database defaults to automatically search within the United States or Canada, Cannabis or Hemp. Among other options.
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

When will my quotas reset?

How to track usage of your Email and List quotas, and find out when they will reset.
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

Changing Your Email Alert Preferences

Stay current on license updates on a national level as well as within your specific Lists
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

What do the quotas associated with each subscription mean?

Learn what the limits for each of the subscription plans entail
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

How do I change my credit card info?

Update your payment method to keep your account activated
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

How do I change the billing contact info for my account?

Updating the name, address, phone number, and company name associated with the billing of your account
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

How do I change the password on my account?

Forgot your password? Just want to change it?
Chris Moyer avatar
Written by Chris Moyer
Updated over a week ago

Why did my account get locked?

Understanding usage limits and how to unlock your account
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

How do I close my account?

Understand what happens to your account activity upon closing your account
Chris Moyer avatar
Written by Chris Moyer
Updated over a week ago