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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.

All seven tabs in one pass — profile, your performance, plans and billing, the consent record, sample data, help, and support.

The tabs​

TabWhat it holdsWho sees it
ProfileYour details and password. Email and mobile are your login identity — support changes those. Admins also edit the business name here.Everyone
PerformanceYour month: sales value, quotations, orders, progress against your target — plus levels, streaks, and badges.Everyone
SubscriptionThe plans side by side, then billing details and a GST invoice for the payment; every invoice stays viewable and downloadable.Admin only
ComplianceThe immutable consent record from signup under the DPDP Act — when, by whom, which policy version, from which address — with the policy links.Admin only
UtilitiesSample data: load a demo store for your industry while the store is empty; remove everything marked [Sample] in one confirmed step.Admin only
HelpThe knowledge base, searchable inside the app.Everyone
SupportRaise a query, complaint, or request and follow the whole conversation — matching help articles surface while you type.Everyone
What belongs to you, not the business — admin-only tabs appear by role.

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.