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  • About
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    • Default Storage
    • Setting up site logo, title
    • Customize Dashboard Menu
  • Account
    • Account workspace overview
    • Manage plan, imports, policies, and ownership
    • Manage workspace features
    • Manage domains, URLs, and sitemap
    • Manage data and privacy requests
    • Configure role navigation
    • Configure dashboard layout

Account workspace overview

Updated on Sat Aug 08 2026

The Account panel brings workspace identity, subscription capacity, operational health, ownership, legal policies, data migration, and account-level controls into one place.

Open the Account panel

  1. Sign in as an administrator or workspace owner.

  2. Select Account from the dashboard navigation.

The panel contains Overview, Organization, Data & privacy, and Domains & URLs.

Review workspace identity

The Overview shows the workspace name, public URL, region, timezone, default currency, environment, and account ID. Use Copy account ID when support or an integration requires the stable account reference.

Changing a workspace URL can affect existing links and requires verification. Use Edit organization for identity settings and Manage branding in Website for visual branding.

Review plan and usage

The Plan and usage section shows the active plan, renewal status, and consumption against limits for:

  • active users;

  • storage;

  • email sends;

  • connected domains.

Use Manage subscription, View plan details, or View billing history for the relevant commercial workflow. Course sales and customer orders are managed under Commerce.

Monitor account health

The account-health checklist can include organization details, owner verification, billing entitlement, privacy policy publication, and a recovery contact. Select Complete setup to resolve incomplete items.

The sidebar also identifies the workspace owner, recent account activity, support entitlement, and links to the security log and support channels.

Account-level tasks

  • Start a WordPress import to bring courses, users, and content into the workspace.

  • Use Manage policies or Generate drafts to maintain learner-facing legal documents.

  • Use Review dangerous actions for ownership transfer, full data export, or workspace closure.

Before making high-impact changes

Confirm the workspace name, URL, account ID, and owner. Export required data and agree on a rollback or recovery plan before changing ownership, domains, or account availability.

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