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How to Access Settings?

Learn how to access the Settings

Updated over 2 weeks ago

1. Upon successful login, click on the 3 dots next to your name:

Then select settings:

2. Here, you can edit all the the details of your account like the name, change email, password and also enable two factor authentication.

All the billing details for Success.ai subscription are displayed in the Plan and Usuage section.

The invoices, managing of payment method, cancelling subscriptions and adding credits for email verification or other addons that we have.

The Upgrade section shows the current subscription with options to change plans or customize your plan

3. The billing options are segregated into Monthly Billing and Annual Billing for both Leadfinder plans or Outreach plans. By default, the yearly Billing tab is displayed. To view the Monthly Billing options, click Monthly Billing.

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