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Account Settings

Configure your account name, branding, and general preferences.

Account settings control the foundational configuration of your CurryCMS account. This includes your account identity, general preferences, and administrative options.

Before You Begin

You need:

  • Admin role in your account (or be the account owner)
  • Understanding of your organization's branding if customizing
  • Clarity on account purpose if renaming

Only Admins and the account owner can modify most account settings.

Accessing Account Settings

  1. Click your account name or avatar in the top navigation
  2. Select Account Settings or Settings
  3. Navigate to the General or Account tab

Account Identity

Account Name

The account name appears throughout CurryCMS:

  • In the top navigation
  • In account switcher (for multi-account users)
  • In team invitations and notifications
  • In reports and exports

To change the account name:

  1. Navigate to Account Settings → General
  2. Find the Account Name field
  3. Enter the new name
  4. Click Save or Update

Best practices:
- Use your organization or project name
- Keep it concise but identifiable
- Avoid abbreviations that may confuse new team members

Examples:
- "Acme Education" (organization name)
- "Grade 3-5 Math Project" (project name)
- "2024 Curriculum Development" (time-bound project)

Account Description

Optional description providing context:

  • Displayed in account details
  • Helps team members understand purpose
  • Useful for multi-account organizations

Example descriptions:
- "Main curriculum development account for K-12 mathematics"
- "Pilot project for new science standards"
- "Archive of legacy curriculum materials"

Account Preferences

Time Zone

Configure the default time zone for your account:

  1. Navigate to Account Settings → Preferences
  2. Select your time zone from the dropdown
  3. Click Save

Time zone affects:
- Timestamps in activity logs
- Scheduled job execution
- Date displays throughout the platform

Default Locale

Set the primary language for your account:

  1. Navigate to Account Settings → Preferences
  2. Select default locale
  3. Click Save

This affects:
- UI language for new team members
- Default content creation language
- Report generation language

See Locale Configuration for multi-language setup.

Billing and Subscription

Only visible to account owners.

View Current Plan

  1. Navigate to Account Settings → Billing
  2. View your current subscription:
    • Plan name and tier
    • Billing cycle (monthly/annual)
    • Next billing date
    • Payment method on file

Change Subscription

To upgrade or downgrade:

  1. Navigate to Account Settings → Billing
  2. Click Change Plan
  3. Select your desired plan
  4. Confirm the change
  5. Billing adjusts pro-rata

Update Payment Method

  1. Navigate to Account Settings → Billing
  2. Click Update Payment Method
  3. Enter new card or payment details
  4. Click Save

View Billing History

  1. Navigate to Account Settings → Billing
  2. Click Billing History or Invoices
  3. View past invoices and receipts
  4. Download invoices as needed

Cancel Subscription

  1. Navigate to Account Settings → Billing
  2. Click Cancel Subscription
  3. Review cancellation terms
  4. Confirm cancellation
  5. Account remains active until period ends

After cancellation:
- Access continues until billing period ends
- Data is retained (not deleted)
- Can resubscribe at any time

Danger Zone

Critical operations that require extra caution.

Transfer Ownership

Transfer account ownership to another team member:

  1. Navigate to Account Settings → General (or Danger Zone)
  2. Click Transfer Ownership
  3. Select the new owner from existing team members
  4. Enter your password to confirm
  5. Click Transfer

Requirements:
- You must be the current owner
- New owner must already be a team member
- Recommended: Make them Admin first

Effects:
- New owner gains full control
- You become an Admin
- Billing responsibility transfers

See Team Management for details.

Delete Account

Permanently delete the entire account:

  1. Navigate to Account Settings → Danger Zone
  2. Click Delete Account
  3. Read the warning carefully
  4. Type the account name to confirm
  5. Enter your password
  6. Click Delete Account

Requirements:
- You must be the account owner
- Cannot be undone

What is deleted:
- All curricula and content
- All team member associations
- All structures and configurations
- All editions and snapshots
- All standards alignments
- All translations and glossaries

What is NOT deleted:
- Team members' user accounts (they can still access other accounts)
- Billing history (retained for legal compliance)

Alternatives to deletion:
- Archive content instead
- Remove team members and retain for reference
- Downgrade to minimal plan

Account Limits

Depending on your subscription, your account may have limits:

Resource Limit Varies By
Team members Subscription tier
Curricula Subscription tier
Storage Subscription tier
API calls Subscription tier

Checking Usage

  1. Navigate to Account Settings → Usage (if available)
  2. View current usage vs. limits
  3. Identify resources approaching limits

Increasing Limits

To increase limits:
- Upgrade to a higher subscription tier
- Contact support for enterprise options
- Remove unused resources to free capacity

Security Settings

Two-Factor Authentication (2FA)

Account-level 2FA requirements:

  1. Navigate to Account Settings → Security
  2. Enable Require 2FA for all members
  3. Set grace period for compliance
  4. Click Save

When enabled:
- Existing members must set up 2FA
- New invitees must enable 2FA to join
- Grace period allows transition time

Session Management

View and manage active sessions:

  1. Navigate to Account Settings → Security
  2. View active sessions across the account
  3. Revoke sessions if needed

API Access

Manage API credentials:

  1. Navigate to Account Settings → API
  2. View existing API keys
  3. Create new keys for integrations
  4. Revoke keys that are no longer needed

See API Authentication for API setup details.

Audit Log

View account activity history:

  1. Navigate to Account Settings → Activity or Audit Log
  2. Filter by date range, user, or action type
  3. Review significant events:
    • Team member changes
    • Role modifications
    • Settings changes
    • Content deletions

Log Retention

Audit logs are retained based on your subscription:

Tier Retention
Basic 30 days
Professional 90 days
Enterprise 1 year+

Exporting Logs

For compliance or analysis:

  1. Navigate to Audit Log
  2. Set date range filter
  3. Click Export
  4. Download as CSV or JSON

Integrations

Configure third-party integrations:

Connected Services

View and manage connected services:

  1. Navigate to Account Settings → Integrations
  2. View connected services
  3. Disconnect unused integrations
  4. Configure integration settings

Single Sign-On (SSO)

For enterprise accounts:

  1. Navigate to Account Settings → SSO
  2. Configure identity provider
  3. Set up attribute mapping
  4. Test SSO connection
  5. Enable for team members

Contact support for SSO configuration assistance.

Best Practices

Regular Reviews

Schedule periodic setting reviews:

Monthly:
- Check team member list
- Review API key usage
- Monitor resource usage

Quarterly:
- Audit security settings
- Review integration health
- Validate billing information

Annually:
- Evaluate subscription tier
- Review ownership appropriateness
- Clean up unused resources

Documentation

Maintain internal documentation:

  • Account purpose and scope
  • Who has what access (and why)
  • Integration configurations
  • Contact for account issues

Change Management

When changing critical settings:

  1. Communicate to team before changes
  2. Document the change and reason
  3. Verify settings after change
  4. Monitor for unexpected effects

Common Questions

Who can change account settings?

Admins can change most settings. Only the owner can change billing and delete the account.

Can I have multiple accounts?

Yes. Users can belong to multiple accounts with different roles in each. Use the account switcher to navigate between them.

How do I rename my account?

Navigate to Account Settings → General, update the Account Name field, and save.

What happens to my data if I downgrade?

Data is retained when downgrading. However, you may lose access to premium features or hit resource limits.

Can I restore a deleted account?

No. Account deletion is permanent and cannot be reversed. Contact support immediately if deleted in error.

Troubleshooting

"I can't access account settings"

Check:
- Do you have Admin role?
- Are you logged into the correct account?

Solution:
Ask an admin or the owner to make changes, or switch to the correct account.

"Changes aren't saving"

Check:
- Are required fields filled in?
- Is your session still active?
- Any validation errors displayed?

Solution:
Refresh the page and try again. Check for error messages.

"Billing page not loading"

Check:
- Are you the account owner?
- Is your payment processor accessible?

Solution:
Only owners see billing. If you're the owner, try a different browser or contact support.

Related Documentation:
- Team Management - Manage team members
- Locale Configuration - Language settings
- API Authentication - API access

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