> For the complete documentation index, see [llms.txt](https://evidano.gitbook.io/ailyze-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://evidano.gitbook.io/ailyze-docs/reference/settings/account-and-subscription.md).

# Account & Subscription Settings

Every control on your account page, in the Dashboard menu, and on the Subscription page: plan, wallet top-ups, usage history, and security.

This page lists every control on your account page, in the **Dashboard** menu that opens from the header, and on the **Subscription** page, and says what each one does: the workflow buttons and their secondary links, **Recent Projects**, **Manage Subscription**, the wallet, usage and payment history, and the password, email, and account-deletion settings. It is for anyone who has read [Create Your Account](/ailyze-docs/getting-started/create-your-account.md) and wants to know what a specific button does.

Prices, allowances, and the minimum top-up are on [Plans, Limits & Credits](/ailyze-docs/reference/plans-limits-and-credits.md).

Last verified against the staging app on 14 October 2026.

## The account page

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-5aaa3d629e9615c053e828a4b00a6420f3babf4c%2Fgetting-started-create-your-account-02-account-page.png?alt=media" alt="Account page with the ten workflow buttons and their View previous, Manage Files and Bulk detector links"><figcaption><p>The small links under a button open that workflow's project list or its file library.</p></figcaption></figure>

| # | Control                  | What it does                                                                                                                                                                                                                                                           |
| - | ------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
|   | The ten workflow buttons | Each starts a workflow. Before your first document or spreadsheet project, **New document project** (**Document analysis** card) and **New spreadsheet project** (**Spreadsheet analysis** card) first ask whether to **Use Sample Files** or **Upload My Own Files**. |
| 1 | **View previous**        | Opens that workflow's project list.                                                                                                                                                                                                                                    |
| 2 | **Manage Files**         | Opens the shared file library for documents or spreadsheets (below).                                                                                                                                                                                                   |
| 3 | **Bulk detector**        | Opens the Bulk AI Detector.                                                                                                                                                                                                                                            |
| 4 | **Pro Member** badge     | Shown on Pro accounts.                                                                                                                                                                                                                                                 |

The sections under the grid are accordions: **Recent Projects**, **Manage Subscription**, **Plan Details**, **Change Password**, and **Change Email**.

### Recent Projects

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-75e46e3569b7435f3c295fae6c25113f949a5931%2Fsettings-account-and-subscription-03-recent-projects.png?alt=media" alt="Recent Projects with eight category cards, each with a project count, its three latest items, View details and View all"><figcaption><p>The number beside the heading counts every project; a category with more than twenty shows "20+".</p></figcaption></figure>

| # | Control             | What it does                                                                                     |
| - | ------------------- | ------------------------------------------------------------------------------------------------ |
| 1 | **Recent Projects** | Opens or closes the section. The badge counts all your projects.                                 |
| 2 | Project count       | How many projects the category holds.                                                            |
| 3 | **View details**    | Shows that category's full list under the cards, with the same actions as its project list page. |
| 4 | **View all**        | Opens the category's project list page. **Open full page →** above the list below does the same. |

There are eight categories: **Documents**, **Spreadsheets**, **Transcripts**, **Translations**, **Image to Text**, **AI Avatar Interviews**, **Social Media Data**, and **Surveys**. Each card lists its three latest projects; click one to open it. A category with no projects shrinks to a small tile reading "0 projects" with **Create →**.

### Manage Subscription

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-ffb2b909fcee3833b0559c66bbeece8a65736fdc%2Fsettings-account-and-subscription-08-manage-subscription.png?alt=media" alt="Manage Subscription with the plan card, Cancel subscription, and the action tiles"><figcaption><p>The plan card shows the current period and the next invoice.</p></figcaption></figure>

| # | Control                 | What it does                                                                                              |
| - | ----------------------- | --------------------------------------------------------------------------------------------------------- |
| 1 | **Cancel subscription** | Keeps access until the end of the current period; **Resume subscription** appears instead once cancelled. |
| 2 | **Top up wallet**       | Opens the wallet on the Subscription page.                                                                |
| 3 | **Get 50% discount**    | Opens the discount dialog with its two routes, **Share Experience** and **Refer Friends**.                |
| 4 | **Pay upfront**         | Pro: buy several months or user accounts in one invoice (below).                                          |
| 5 | **Plan details**        | The full plan comparison. **More settings** opens the security settings.                                  |

**Change Password** asks for the **Current Password**, a **New Password** with a strength meter, and **Confirm New Password**. **Change Email** (Pro accounts only) takes the new address and **Submit for Approval**; the subscription moves to the new account, but projects and reports do not.

## The Dashboard menu

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-18f7fd9555f1ba32b23cd1318eb22f175e397fec%2Fsettings-account-and-subscription-01-dashboard-menu.png?alt=media" alt="Dashboard side panel with Launch Evidano, Recent Projects, Manage Pro Subscription, Get 50% Discount and More Settings open"><figcaption><p>The panel opens from the Dashboard button in the header on every page, so it is the quickest way between workflows.</p></figcaption></figure>

The **Dashboard** button in the header shows your plan and opens this side panel.

| # | Item                                                          | What it does                                                                                                      |
| - | ------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------- |
| 1 | **Launch Evidano**                                            | The ten workflows. Most entries open that workflow's project list, where **Create New Project** starts a new one. |
| 2 | **Recent Projects**                                           | Jumps to the **Recent Projects** section of the account page.                                                     |
| 3 | **Manage Pro Subscription** (or **Upgrade from Free to Pro**) | **Manage Subscription and Wallet** opens the Subscription page; **Plan Details** opens the plan comparison.       |
| 4 | **Get 50% Discount**                                          | Opens the discount dialog.                                                                                        |
| 5 | **More Settings**                                             | **Multifactor Authentication**, **Change Password**, **Change Email** (Pro), **Delete Account**, and **Logout**.  |

**Multifactor Authentication** opens a dialog with one switch, "Receive email with a 6-digit code at login". If you sign in with Google, it says "You sign in with Google" instead and suggests turning on 2-Step Verification in your Google account, which then protects your Evidano sign-in too.

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-46c85a6b9cc0c8c41a8f68713c72fc57cb94e23e%2Fsettings-account-and-subscription-05-delete-account.png?alt=media" alt="Delete account dialog with the account email, the warning, what will be deleted, and I want to delete my account"><figcaption><p>The first step only explains; nothing is deleted until the second step.</p></figcaption></figure>

**Delete Account** deletes the account straight away, in two steps. The first lists what goes: all projects and uploaded files; transcripts, surveys, and interview data; and your active subscription, which is cancelled. **I want to delete my account** moves to the second step, where you type your email address and click **Delete this account**. You are then signed out.

{% hint style="danger" %}
**Cannot be undone:** **Delete this account** permanently removes the account and everything in it. Download anything you want to keep first.
{% endhint %}

## The Subscription page

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-26b51c58d56cab2bd75f81b2e05a1036215ed6a7%2Fsettings-account-and-subscription-07-plan-card.png?alt=media" alt="Subscription page with the plan card, the Payment Method card and the Settings card"><figcaption><p>The billing actions open the payment provider's billing portal in a new tab.</p></figcaption></figure>

| # | Control                                    | What it does                                                            |
| - | ------------------------------------------ | ----------------------------------------------------------------------- |
| 1 | **Update payment method**                  | Changes the card on file.                                               |
| 2 | **Update billing/ tax details on invoice** | Adds a business name, billing address, or tax ID to your invoices.      |
| 3 | **Billing portal**                         | Invoices, payment methods, and more.                                    |
| 4 | **Cancel subscription**                    | Keeps access until the current period ends; you can resume at any time. |

**Refresh** at the top reloads the plan.

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-aea72a7b01257c586d987a836a01198cd0a4c1d4%2Fsettings-account-and-subscription-02-wallet.png?alt=media" alt="Wallet card with the available balance, on-hold amount, top-up presets, Top Up, and the list of what the credits pay for"><figcaption><p>The wallet pays for the pay-as-you-go workflows; the rates are listed under the balance.</p></figcaption></figure>

| # | Control                    | What it does                                                                                         |
| - | -------------------------- | ---------------------------------------------------------------------------------------------------- |
| 1 | Available to spend         | Your balance minus anything on hold. **Current balance (Never expires)** is the full amount.         |
| 2 | **On hold**                | Pending charges for runs that have not finished.                                                     |
| 3 | **Top Up Wallet**          | Preset amounts or your own amount, then **Top Up**. The minimum is shown under the box.              |
| 4 | **Use these credits for:** | The per-use rates for transcription, AI avatar interviews, translation, web data, and Image to Text. |

{% hint style="warning" %}
**Costs money:** Topping up opens a payment window; the balance updates once the payment completes. If a pop-up is blocked, use **Open Invoice** or **Copy link**. If the card is declined, the wallet shows the reason and **Update payment method**. Wallet credit is spent only when you confirm a charge inside a workflow, and never expires.
{% endhint %}

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-bf46ca4272f9a5dce5a278d30e087eda366b4a64%2Fsettings-account-and-subscription-06-usage-history.png?alt=media" alt="Balance Usage History with search, Export CSV, Chart, status filters and charged runs"><figcaption><p>A failed run shows its amount struck through and "Not charged".</p></figcaption></figure>

| # | Control        | What it does                                        |
| - | -------------- | --------------------------------------------------- |
| 1 | **Export CSV** | Downloads the history.                              |
| 2 | **Chart**      | Charts spending by type or over time.               |
| 3 | Status filters | **All**, **Completed**, **Running**, or **Failed**. |

Each row of **Balance Usage History** shows the **Project Type**, **Details** (minutes, characters, images, or URLs), **Date / Time**, **Status**, and **Cost**, with a page subtotal. **Payment History** below lists subscription payments and top-ups, each with a receipt download.

<details>

<summary>Pay upfront for several months or users</summary>

* **Pay upfront** on a Pro account opens a dialog to buy a block of user accounts for a number of months, with the per-account monthly price shown.
* Set **Number of user accounts**, **Number of months**, the email for the invoice, an optional per-account email list, and a start date; **Pre-pay credits in wallet** adds wallet balance to the same invoice.
* Choose **Pay now** or have the invoice emailed. A promotion on annual licences is stated in the dialog when it applies.

</details>

## The shared file library

**Manage Files** opens the file manager that the document, spreadsheet, and translation workflows share.

| Control                               | What it does                                                                              |
| ------------------------------------- | ----------------------------------------------------------------------------------------- |
| **Upload files** / **Add more files** | Opens the upload dialog.                                                                  |
| **Select from recent**                | Picks files from recent projects.                                                         |
| Toolbar                               | New folder, delete, rename, **Move** to another folder, sort, refresh, view, and details. |
| **Download**                          | Saves the selected files as a ZIP.                                                        |
| **Analyze selected files**            | Adds the ticked files to the analysis you came from.                                      |
| **Back to analyze files**             | Returns to the project setup.                                                             |

Spreadsheets are always stored in their own folder, whichever folder you chose for the upload.

## Next steps

* [Create Your Account](/ailyze-docs/getting-started/create-your-account.md) — the first-run tour of these screens.
* [Upload and Manage Files](/ailyze-docs/getting-started/upload-and-manage-files.md) — how the file library works across workflows.
* [Plans, Limits & Credits](/ailyze-docs/reference/plans-limits-and-credits.md) — what each plan includes and what the wallet pays for.