The Account Management page provides various pieces of important account information, such as billing and other preferences.
Account Details: The Account Details section displays the Account Name, the schema name (important for various integration purposes), and which Filing Agency the account files with.
Billing Rates: The Billing Rates section displays the account’s billing rates and corresponding dates.
Roles: The Roles section shows you the user permissions you have in that account.
Account Preferences: The Account Preferences section allows you to toggle the inclusion of agency data (if applicable) in your searches. You can also turn off transaction limits here.
My Preferences: With User Preferences, you can set the time zone for your user account. This will ensure that all timestamps and other facets of logging time are set according to your preferred timezone.
Alias Emails: If you manage multiple emails and plan on using each of them to contact Support, add that extra email address here so we don’t have to confirm your identity.
Extra Billing Info:
If you’d like to make the account dormant and stop the billing process, you can click the Stop Billing/Make Dormant button at the bottom of the screen.
On this page, you also have the ability to change or edit billing information. Click the Update Billing Information button at the bottom, and on the resulting screen, add new routing and/or account data.
If you’d like to get your most recent billing statement, click the Related Pages button at the bottom, then Get Statement at the bottom of the page.
