This article will help you manage your account, and invite others into your organisational space (Pro only). Your account helps others to know who you are and helps you to log in, have a clear identity and manage your preferences. This article should cover all you need to know about managing your account.
Contains
Profile - display name, plan and image.
Purchases - a historical log of all your purchases.
Co-pilot - review and top up your credits.
Organisation - set, change and invite other collaborators.
Change email - update your primary contact address.
Change password - update your authentication.
Delete account - self-managed account removal.
Terminology
Organisation - a shared space to work with other Pro and Expert accounts.
Co-pilot - the AI assistant that helps you with suggestions.
Purchase - either a plan subscription or co-pilot credit top up.
Plan - your level of access (Starter, Pro or Expert).
Ready? Let's set up your profile 🥳
To start: Log in and select your profile image to open the account panel
The account panel helps you decide what you're managing - your own account, or your team space.
Step: Navigate to My account - we'll cover My team in another article.
My account - the overview page
Profile
Step: Update your Display name
Your display name helps others find you, and to personalise your experience.
Step: Update your Photo / profile icon
Your profile photo or icon helps team mates identify you quickly.
Step: Review your plan
Your plan / purchase will be available via this tab
Optional Step: Review or manage your Purchases
Select 'Revise my plan' to review your purchases and/or make changes to your plan.
Optional step: Review or manage email preferences
Tip: Fortnightly Insights Digest is your personalised email that includes progress on your design, notifications, tasks and updates about Coursensu.
Purchases
Step: Review all past purchases and transaction information
You can review your purchase history
Co-pilot
Step: Review your remaining credits
Reviewing your co-pilot credits
Optional step: Review credits usage costs, and what they mean
Optional step: Top up your account
Optional step: Review your past co-pilot purchases
Organisation
Your organisation space may start with 1, or more, people. The founding member will be the Organisation Admin - they cam make changes. If you are not the admin, you'll be notified that you can't update these.
Update your logo or name
Renaming your organisation
Optional step: Invite others and select their plan (Expert is most common, but you can invite a new Pro as well)
Change email
Optional step: From here you can update your email address.
Changing your email address
Change password
Optional step: From here you can update your password.
Changing your password
Delete account
Optional step: From here you can permanently remove your account.
Deleting your account (and pre-delete verification step)
Note: We ask you to confirm before deletion by typing a phrase. It really does work... your will be purged regardless of location. If you share designs, everything you created will be removed. Contact support if you are deleting an account but need to move select data to another owner.
Top 3 next steps
Identify collaborators and ask them to work with you on Coursensu.
Invite them via your Organisation management tab.
Review co-pilot credit used (you'll also be notified when running low).
