Account Management and Settings
For details of Plans and Pricing.
By Marsha and 3 others4 authors22 articles
- Checkout and BillingWhat makes up your XBert subscription, how a client's plan is decided, and how to check out and pay.
- 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.
- New Pricing: Notes for Legacy CustomersWhat's changed and how to add new users and new client files.
- How to: View Your InvoicesHow to view and download your invoice history.
- How To: Change Date FormatHow to change your date format in XBert.
- How To: Delete Your XBert AccountHow to cancel your XBert subscription and remove your account, what happens to your data and when, and how to reverse it if you change your mind.
- 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 PaymentWhat you can and cannot change from your Billing and Payment page, plus where to find your subscription details and invoices.
- Users and User ManagementView and manage your users, edit their permissions and invite new team members.
- User Profile & HelpA quick guide on the options under your user profile 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.
- Understanding Your Notification Preferences
- Overview: Workflow AI (Nano plan)What Workflow AI is, who it suits, what it includes, and how it differs from the Manual (workflow-only) and Financial AI options.
- Understanding XBert PricingHow XBert charges - the different client plan options, the per-user fee, and how Financial AI plans are worked out from activity volume.
- FAQ: Account DeletionWhat happens when you delete your XBert account, how long you have to change your mind, and how to stop it.
- FAQ: Client and User DeletionWhat happens to your data and your billing when you delete a client or a user.
- How To: Update the Timezone on Connect PortalHow to set your connect portal time zone uniform throughout all users.