Account Management and Settings
For details of Plans and Pricing
By Marsha and 3 others4 authors18 articles
How To: Manage Saved Views as an AdminLearn how to access and manage Saved Views created by your team
How To: Set Your Notification PreferencesHow to control which notifications you receive and how they’re delivered.
Understanding Your Notification Preferences
Checkout and BillingFor selecting your plans and payment options
How To: Add a File to Your PlanFor existing subscribers to add new files to their payment plans
New Pricing: Notes for Legacy CustomersWhat's changed and how to add new users and new client files.
How to View Your InvoicesView and download invoices
How To: Change Date FormatHow to change your date format in XBert.
How To: Delete Your XBert AccountFor deleting trial or paying accounts permanently from XBert
How To: Activate Fast-Track Quality Sessions ProgramWork with our dedicated team to understand and configure XBert to your needs.
How To: Edit Your Company DetailsFor fixing errors or updating your details.
Account SettingsOverview of your account's settings
Billing and PaymentManaging your subscription settings
Users and User ManagementView and manage your users, edit their permissions and invite new team members.
User Settings & HelpA quick guide on the options under your user settings and Help
Capacity ManagementThis feature helps automate team capacity via payroll, enhancing workload planning for better control.
SettingsA general overview of the Settings tab.
How To: Export Client InformationRetain client data by exporting your client information before deleting.