Managing Your Workspace
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      Managing your Unito Account

      This article will show you a few handy links and help you manage settings or make changes to your account.

      What does this article cover?

      Getting Started with Unito

      If you're just beginning to learn your way around Unito, we have a set of onboarding videos that cover a range of introductory topics you may find useful:

       

      You can also find articles to help you get started with Unito in our Help Center.

      Need help with specific tools? You can find step-by-step guides here or documentation for various integrations here. 

      How to reset your Unito password

      Resetting your password for Unito is fairly straightforward. Here's how to do it: 

      Unito Reset Password

      Type in the email address associated with your Unito account and hit Reset password:


      Forgot your password?

      You'll then receive an email from us with instructions to reset your password. Simply follow those instructions and you'll be all set!

      How to review your plan's features

      If you're ever want to see the exact features of your current Unito plan, we got you covered!

      • Head into your Unito Dashboard.

      • Click the avatar in the top right-hand corner of the homepage, and select Pricing from the drop-down list.

      • The first box displays the features of your plan. Your plan name and flow speed are displayed here, as well as your amount of active users and items in sync.

        What are items in sync?

      How to change your billing email address

      If you would like to receive invoices from a different email address, you can also change it on this page. Just visit the pricing section as per the steps, then scroll to the bottom of the page. In the text field: 'Billing Email', you will find your current billing address. To change it, just type in a different email address and press the purple 'update' button.

      How to choose your plan during a free trial

      At any point during your trial, you can select which plan you want to sign up for by opening the More options menu in the top right corner of your screen and clicking on Pricing.

      You'll then see a list of our plans and their features.

      If you're not sure which plan best suits your needs, please reach out to us! We'll be happy to help.

      Already paying? Here's how to cancel or pause your existing Unito subscription

      • Head to your Unito Dashboard.

      • Select your avatar in the top right hand corner of the homepage, and then Usage & Billing.

      • Click on the Overview tab and scroll down until you see a prompt asking if you want to cancel your account.

        image (10)

      Before you cancel it would be great if you could contact us and give us feedback about your experience with Unito. If the service isn't working the way you expected, let us know why and we'll gladly work on improving it for the future.

      If you've encountered a bug or error, and can't find your answer in the Help center, contact us and our live support team will reach out to do their best to get you back up and running. We'd love to chat and see if there's something we can do to help you out.

      When you pause your Unito account, all your flows and flow settings will be preserved. As soon as your subscription hits its next payment date, the payment method associated with your account will be charged $12 to preserve these settings for a full year.


      On a Trial? Here's how to close your Unito workspace

      If you're still in your free trial and want to close your workspace, here's How to Close Your Unito Workspace. As a reminder, Unito trials don't require credit cards, so there's no risk of any charges if you forget to do so.

      How to change the credit card on file

      Need to change the credit card you use with Unito? Easy. Start by opening the menu in the top-right corner of your dashboard, then click on Usage & billing.

      Usage & Billing

      Once on the Usage & billing screen, click on Billing information.

      Top billing

      After that, you'll see your credit card information. Just click on Change your credit card information to update it.Billing information

      Additional Resources

      Got a particular question in mind? Check the FAQ section of the Help Center

      Need to add more people to workspace? Want to manage your items in sync?

      You can also find a list of common security questions and troubleshooting articles here.

      Need anything else? Get in touch with our support team. We're ready and eager to help you get the most out of your Unito plan.