Your account & billing
What belongs to you rather than to the business: your profile and performance, the subscription, the consent record, sample data, help, and support.
In the app: the My Account menu — opened from your avatar in the header, not the sidebar.
The tabs
| Tab | What it holds | Who sees it |
|---|---|---|
| Profile | Your details and password. Email and mobile are your login identity — support changes those. Admins also edit the business name here. | Everyone |
| Performance | Your month: sales value, quotations, orders, progress against your target — plus levels, streaks, and badges. | Everyone |
| Subscription | The plans side by side, then billing details and a GST invoice for the payment; every invoice stays viewable and downloadable. | Admin only |
| Compliance | The immutable consent record from signup under the DPDP Act — when, by whom, which policy version, from which address — with the policy links. | Admin only |
| Utilities | Sample data: load a demo store for your industry while the store is empty; remove everything marked [Sample] in one confirmed step. | Admin only |
| Help | The knowledge base, searchable inside the app. | Everyone |
| Support | Raise a query, complaint, or request and follow the whole conversation — matching help articles surface while you type. | Everyone |
Good to know
- Monthly targets are set per user in Users & Permissions; the Performance tab is where each person watches their own.
- Choosing a plan raises a real invoice — pay by UPI or bank transfer and the plan activates when the money is confirmed.
Related
- Users & Permissions — where targets and access are managed
- Quick onboard — where sample data first appears