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Account

Team members, plans, billing, and user settings.

Estimated reading: 2 minutes

Account Overview

Account modules control collaboration, subscription access, invoices, payment state, profile settings, security, and workspace ownership.

Account - Main Features Overview

Team members, plans, billing, and user settings. This page explains how customers should use the Account module in day-to-day LocalBoost AI operations, from setup to review and troubleshooting.

Main Features

  • Team members.
  • Workspace switching.
  • Plans.
  • Billing.
  • Invoices.
  • Profile and password settings.

Recommended Workflow

  1. Review current workspace.
  2. Invite or remove team members.
  3. Check plan limits.
  4. Review billing and invoices.
  5. Update profile and password.
  6. Adjust settings as needed.

Views, Filters, and Review Options

  • Filter team members by role or status.
  • Review invoices by date.
  • Check plan features and limits.
  • Review account settings by section.

Available Actions

  • Invite team member.
  • Join workspace by invite.
  • Switch workspace.
  • View billing.
  • Cancel subscription when allowed.
  • Download invoice.
  • Update profile.
  • Change password.

Benefits

  • Keeps access controlled.
  • Makes agency collaboration possible.
  • Clarifies billing ownership.
  • Helps users understand feature limits.

Before Publishing or Activating

  • Only active staff have workspace access.
  • Billing details are accurate before invoice generation.
  • Plan supports needed modules.
  • Password and security settings are up to date.
  • Check mobile layout because most QR and local campaign visitors use phones.

Troubleshooting

  • If a user cannot access data, check workspace membership.
  • If a feature is blocked, check plan limits.
  • If invoice is wrong, check billing profile data.
  • If password update fails, check validation rules.
  • If automation or AI does not run, check credits, provider settings, logs, and feature access.

Operational Notes

Use consistent naming for businesses, campaigns, templates, QR codes, automations, and CRM segments. Consistent naming makes reports easier to read and helps support teams diagnose issues quickly. When a feature depends on an addon, confirm the addon is installed, active, available in the current plan, and visible to the current workspace.