How to Use the Account Settings

The Account Settings section provides access to your Cloudica™ account’s details and monitoring configurations. This section is only available to Owner accounts. Managers and Remote Users do not have access to this feature.

Accessing Account Settings

To open the Account Settings:

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Click the User Menu in the top-right corner of the Application Dashboard.
Select “Settings”.
In the Left Panel Index, click “Account Settings”.

Account Settings is divided into two main sections:

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General Settings
Monitoring Default Settings

General Settings

This section contains key account-level information and management options:

Company Name Editable by the account owner.
Type of Plan Indicates whether the account is on a Free Trial or Licensed plan.
Update Billing Information Opens the billing form for updating your payment method.
Delete Account Permanently deletes the account and all related data.

Editing the Company Name

Click the Company Name field.
Edit the name as needed.
Click outside the text box to save changes.

Deleting the Account

Only the Owner can delete the Cloudica™ account. This may be done due to restructuring, mergers, or other changes.

To delete the account:

Go to the General Settings section.
Click “Delete Account”.
Follow the confirmation prompts.

Note: Deleting an account is permanent and cannot be undone.

Type of Plan

There are two plan types:

Free Trial A 15-day trial with access to all features.
Licensed Full access with active billing after trial ends.

Upgrading to a Licensed Plan

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Click the pink Free Trial banner at the top of the screen.
Fill out the billing form with your credit card details.
Click “Add Billing Information”.
Wait for the confirmation message.

Once upgraded, your account will begin billing for monitored hours.

Check out available Promos and our Affiliate Program to save on monthly costs.

Updating Billing Information

To update or switch your credit card:

Click the “Update Billing Information” button in General Settings.
Click “Update” to proceed or “Back” to cancel.
Enter the new credit card details.
Click “Add Billing Information”.
Wait for the confirmation message.

For a detailed guide, visit Updating Billing Information.

Monitoring Default Settings

This section allows you to configure the default data capture settings for all Remote Users under your account. Available options include:

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Location
Snapshots
Applications
Idle
Keystrokes
Limit Confidential
Maximum Idle Time (text box for input)

Each setting comes with a toggle switch to enable or disable monitoring features.

You can customize how user data is collected and define the maximum idle time before a user is marked as inactive.

Learn more in the guide: How to Edit the Monitoring Default Settings.