Video 10 of 10 · 3:18
Your account
Your own settings, and My Account: subscription plan, credits, invoices, billing and cancelling. For: Everyone
Music: "Deliberate Thought" by Kevin MacLeod (incompetech.com), licensed under Creative Commons: By Attribution 4.0.
Transcript
Behind your initial
Behind your initial: who you are, your role, your subscription plan, and the AI credits left this month. Changes in My Preferences apply only to you: light or dark, the calendar's zoom and range, sprint markers and tooltips. Change Password is here; and in My Preferences you can change your sign-in address too. Help opens the help pages in a new tab; Report a problem opens an email to support, in your own mail app. Sign out everywhere ends every session of your login, on every device, My Account included.
My Account
My Account holds the company's account: the subscription plan, AI credits, invoices and support; the owner manages it, and people the owner invites there can view it. During the trial, the badge at the top shows the days left; Choose plan opens My Account's shop, already signed in. If you can open My Account, your menu has Manage Account too. Or go straight to myaccount.mermix.io, and sign in with your Mermix email and password.
Overview
The Overview shows your subscription plan, its status and its price. How many people you plan, against the plan's limit. The AI credits this month, and the day they reset. Running low? The owner can buy a top-up: a pack of credits that never expires.
Account and users
Account shows the workspace and its owner; the owner can hand it to another user, who accepts by email. Users lists who can open My Account; inviting a member here gives no access to the planner.
Billing
Billing says who the invoices are for: a business, with its name and VAT number, or a private person; with the country and address. The owner fills it in before the first subscription, and a business's VAT number is checked; a business gets invoices, a private person receipts. Changes apply from the next invoice; invoices already issued stay as they were. It also shows the payment method, and the billing cycle, monthly or annual.
Invoices and support
Purchases lists every payment, each with its invoice to download. In Support, open a ticket and follow the conversation.
Leaving
Only the owner can cancel: the subscription gets cancelled, and no further charges occur. On a monthly plan you keep full access to the end of the month you've paid for; on an annual plan, to the end of the paid year. There's no refund for the period already paid. The dialog shows the exact date; after it, Mermix is view-only, and your data is deleted thirty days later; subscribe again before then and everything is where you left it. That's your account: your settings in the planner, and the account behind it in My Account.