Changes to the account

Everything is done in Users & permissions. The owner’s row never has buttons: ownership can only be handed over.

Change a role or a limit

1. On the person’s row, click Change.

2. Pick the Role card and, for a member, the Tokens per month.

3. Click Save.

If someone stops being a member, their limit is cleared. An admin can’t change the owner.

Remove a person

1. On their row, click Change and then Remove from the account.

2. Click Remove.

At once:

• They lose access to the account.
• Their searches and reports stay in the account.
• Their AI access keys for this account stop working.
• Their daily trackings in the account pause. An owner or admin can resume them, and from then on their days are charged to whoever resumed them.
• They get an email.

Leave an account

If you are not the owner, your row has Leave this account. It is also in Account, under Danger zone. You lose access at once and what you did stays in the account, as when someone is removed. To come back, someone has to invite you again.

The owner can’t leave. Hand over ownership first.

Hand over ownership

Only the owner does this, to a person already in the account.

1. On the person’s row, click Change and then Hand over ownership.

2. Confirm with Hand over ownership.

The other person becomes the owner: the plan, payments and invoices are theirs. You become an admin. If you don’t own another account, Sentir creates a new personal account for you. You both get an email.

More people than seats

If the account moves to a plan with fewer seats than people, nobody is removed. Members can’t start searches, and their daily trackings pause, until you remove someone or change plan. The owner and admins keep spending. A notice at the top of every page explains it.

A plan below Premium

If the account moves to a plan without sharing, everyone but the owner can only read for 30 days. Everyone gets an email and a notice with the date. If the owner moves to Premium or above before that date, everything stays as it was. After the 30 days, the other people leave the account and get an email.

Delete a shared account

Only the owner does this.

1. Open Account and scroll to Danger zone.

2. Click Delete this account.

3. Type the account’s name, exactly as it shows, and your password.

4. Click Delete the account.

The dialog says what happens:

• The plan is cancelled at once.
• Every search, tracking and report is erased, for everyone.
• The people leave the account and get an email.
• It can’t be undone.

Your login stays and you move to another of your accounts.

Delete your login while you own a shared account

If you own an account with other people in it, Delete my account does not delete your login. The message names those accounts and has the link Go to Users & permissions. Hand over ownership or remove the people first.

Note

For everything that goes with your login, read Delete the account.