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+35,113 @@ Depending on your user privileges, not all functionality may be available to you ### Home -The Home tab is a dashboard where you can view information about your FusionAuth account. +The **Home** tab is a dashboard where you can view information about your FusionAuth account. -The home tab. +![The home tab.](/img/docs/get-started/download-and-install/home-tab.png) ### Plan -The Plan tab is where you can modify your plan. +The **Plan** tab is where you can modify your plan. You can also find your license keys on this tab. Some plans include advanced features. Some plans include support. -The plan tab. - -If you no longer want to pay for a plan, change it to the Community plan here by clicking on the Change Plan button. +![The plan tab.](/img/docs/get-started/download-and-install/plan-tab.png) Learn more about [plans](/docs/get-started/core-concepts/plans-features) and [licensing](/docs/get-started/core-concepts/licensing). -### Deployments +### Hosting -The Deployments tab is where you can create deployments in FusionAuth Cloud. +The **Hosting** tab is where you can create deployments in FusionAuth Cloud. These are managed instances of FusionAuth, where the FusionAuth team manages the operational concerns of your FusionAuth instance. -The deployments tab. +![The hosting tab.](/img/docs/get-started/download-and-install/hosting-tab.png) -Learn more about [deployments](/docs/get-started/run-in-the-cloud/cloud). +Learn more about [deployments](/docs/get-started/run-in-the-cloud/cloud). ### Users You can add, modify and remove users from your FusionAuth account. -Users added this way can log in to account.fusionauth.io and access information about your FusionAuth deployments, plan, licenses and more. +Users added this way can log in to `https://account.fusionauth.io` and access information about your FusionAuth deployments, plan, licenses and more. You can see users who have access to your account. Users must have an email address. -List the users with access to your account. +![List the users with access to your account.](/img/docs/get-started/download-and-install/users-list.png) -Add users to your account. +You can also add users to your account. You can have unlimited users in your FusionAuth account portal. If you have more than one FusionAuth account, users can belong to multiple accounts. -The add button to add users to your account. +![The add button to add users to your account.](/img/docs/get-started/download-and-install/users-list-add.png) -As well as adding a new user, you can also modify an existing user. -You can change their name, email address and roles. +You can also modify an existing user's roles. -Edit a user. +![Edit a user.](/img/docs/get-started/download-and-install/users-edit.png) Users can have zero or more roles. Each role controls access to functionality within the portal. +* Admin: access to all functionality of the roles * Billing manager: view invoices, manage payment methods * Deployment manager: view and manage deployments * Plan manager: view and manage your plan -* Admin: access to all functionality of the roles above * Security officer: will be notified of any security updates ### Billing -The Billing tab is where you can update your billing information and view invoices. +The **Billing** tab is where you can update your billing information and view invoices. This tab is only useful if you are using a credit card to pay for your FusionAuth plan or deployments. On this tab, view and modify aspects of your billing. There's an overview of your billing status. -The overview section of the billing tab. +![The overview section of the billing tab.](/img/docs/get-started/download-and-install/billing-overview.png) You can update your payment methods with a different credit card. FusionAuth stores no credit card data internally; it all is stored in an external third party provider. -The payment method update section of the billing tab. +![The payment method update section of the billing tab.](/img/docs/get-started/download-and-install/billing-update-card.png) You can update current payment settings, including: -* the name on the invoice -* the tax identifier on the invoice -* the email address to which invoices are sent +* The name on the invoice +* The tax identifier on the invoice +* The email address to which invoices are sent -The payment method details section of the billing tab. +![The payment method details section of the billing tab.](/img/docs/get-started/download-and-install/billing-update-detail.png) You can view past invoices. This can be useful when accounting is curious about a past bill. No more filing a support ticket to see the invoice from six months ago! -The invoices section of the billing tab. - +![The invoices section of the billing tab.](/img/docs/get-started/download-and-install/billing-view-invoices.png) ### Company -To update your company details, navigate to the Company tab. +To update your company details, navigate to the **Company** tab. You can change your company name. -Edit your company. +![Edit your company.](/img/docs/get-started/download-and-install/company-edit.png) -You can remove all your company details by navigating to the Company -> Danger zone section. +You can remove all your company details by navigating to the **Company -> Danger zone** section. Follow the instructions there, including removing all your deployments, and you'll be able to remove all data about you and your company. -The company danger zone. +![The company danger zone.](/img/docs/get-started/download-and-install/company-danger-zone.png) ### Support -To review your support options, navigate to the Support tab or click on the Support button at the bottom of the page. +To review your support options, navigate to the **Support** tab or click on the Support button at the bottom of the page. The message displayed in the support tab will vary based on your purchased plan and deployments. -The support tab +![The support tab](/img/docs/get-started/support-tab.png) @@ -153,16 +149,16 @@ Learn more about [technical support options](/docs/operate/troubleshooting/techn ### Account -To update your user account details, navigate to the Account tab. +To update your user account details, navigate to the **Account** tab. You can edit your user details, including your name, password, and email address. -Edit your account details. +![Edit your account details.](/img/docs/get-started/download-and-install/account-edit-user.png) You can also set up MFA for your account. Currently only TOTP MFA is allowed for the account portal -Set up MFA for your account. +![Set up MFA for your account.](/img/docs/get-started/download-and-install/account-two-factor.png) ## Deleting Your Account diff --git a/astro/src/content/docs/_shared/_deleting-your-account.mdx b/astro/src/content/docs/_shared/_deleting-your-account.mdx index 4ce9814a09..50d3a3ad98 100644 --- a/astro/src/content/docs/_shared/_deleting-your-account.mdx +++ b/astro/src/content/docs/_shared/_deleting-your-account.mdx @@ -22,7 +22,7 @@ After deleting your deployments and changing your plan, your account will not be It is perfectly acceptable to leave your account in this condition, especially in the case where you may be doing future work with FusionAuth. However, if data practices or company policies mandate, you may also remove your account from FusionAuth Cloud. Removing a company and its data is not reversible. To delete the company, navigate to **Company -> Danger Zone** and follow the instructions there. -Deleting your account. +![Deleting your account.](/img/docs/delete-account.png) If you cannot delete the company following these instructions, you may have an account which requires FusionAuth team assistance. This occurs if your FusionAuth plan is invoiced, for example. diff --git a/astro/src/content/docs/get-started/_account-sections-overview.mdx b/astro/src/content/docs/get-started/_account-sections-overview.mdx index 7b8d8aefcc..219f9642d0 100644 --- a/astro/src/content/docs/get-started/_account-sections-overview.mdx +++ b/astro/src/content/docs/get-started/_account-sections-overview.mdx @@ -2,15 +2,16 @@ You can control all aspects by logging into the Learn more about deployments. } -* Users - add and remove users from the account portal. Any user added may have one of many roles. -* Billing - add or update your billing information. -* Company - add or update your company information. -* Support - learn more about support options or open a support ticket. [Learn more about technical support](/docs/operate/troubleshooting/technical-support). -* Account - manage your user account, including adding MFA or changing your password. -* Logout - logs you out of the application. +* **Home** - displays the dashboard, giving you an overview of everything in your account. +* **Plan** - select or modify the account's FusionAuth plan (also known as an edition). More details on the [plan differences here](/pricing). This is also where you will find your license keys when you are not using the Community plan. +* **Hosting** - configure and manage FusionAuth Cloud deployments. { props.learnMore && Learn more about deployments. } +* **Users** - add and remove users from the account portal. Any user added may have one of many roles. +* **Billing** - add or update your billing information. +* **Company** - add or update your company information. +* **Early access** - access pre-release FusionAuth builds. +* **Support** - learn more about support options or open a support ticket. [Learn more about technical support](/docs/operate/troubleshooting/technical-support). +* **Account** - manage your user account, including adding MFA or changing your password. +* **Logout** - logs you out of the application. -The dashboard of the FusionAuth Cloud account application. +![The dashboard of the FusionAuth Cloud account application.](/img/docs/get-started/download-and-install/home-tab.png) diff --git a/astro/src/content/docs/get-started/_setting-up-portal-account.mdx b/astro/src/content/docs/get-started/_setting-up-portal-account.mdx index ec35ea16ea..d2ea2b7d31 100644 --- a/astro/src/content/docs/get-started/_setting-up-portal-account.mdx +++ b/astro/src/content/docs/get-started/_setting-up-portal-account.mdx @@ -1,17 +1,14 @@ You can register for a free portal user account. Register by going to [the account portal](https://account.fusionauth.io/). -Log in to your account +![Log in to your account](/img/docs/get-started/download-and-install/login-screen.png) -If you do not have an account, follow the "Create an account" link. On the registration form, first you'll be prompted for a name and company. +If you do not have an account, follow the "Create one" link. On the registration form, you'll be prompted to enter your details such as your name, company, email and password. -Registering for an account. +![Registering for an account.](/img/docs/get-started/download-and-install/registration-first-screen.png) -On the next screen, you'll be prompted for email, password and other required information. -Registering for an account. - -After you register, you'll be taken to the Home tab. +After you register, you'll be taken to the **Home** tab. { props.incloudinstall === "true" ? @@ -19,9 +16,9 @@ props.incloudinstall === "true" ? "You can choose a plan, price out a deployment, or add your billing information. You'll need to provide that before you can create a deployment or get a paid license. However, you can fully price everything before entering billing information." } -The home tab. +![The home tab.](/img/docs/get-started/download-and-install/home-tab.png) -You can navigate away from the Home tab and explore other areas of the account portal. +You can navigate away from the **Home** tab and explore other areas of the account portal. For example, you can add other users, update your information, or change your company name. If you'd prefer to be invoiced rather than provide credit card details, [contact us](/contact).