Documentation

Account & Billing

ChartInsight provides comprehensive account management, team administration, and flexible billing options.

User Account

Profile Management

  • First name and last name
  • Email address (used for login and notifications)
  • Company affiliation

Password Management

  • Secure password requirements enforced
  • Password reset via secure email link
  • Click "Send Secure Reset Link" to receive reset email
  • Reset links expire after a set period

Cookie Preferences

  • Manage cookie settings for privacy control
  • Choose which optional cookies to allow
  • Essential cookies required for functionality

Session Management

  • Secure login/logout
  • Session tokens with expiration
  • Automatic logout after inactivity

Team Management

Viewing Team Members

  • See all members of your team
  • View member roles and permissions
  • See when members joined

Inviting Members

Two invitation methods:

Email Invitations:

  • Enter email address
  • Automatic invitation email sent
  • Track pending invitations

Invite Links:

  • Generate shareable URL
  • Share via any communication channel
  • Revoke links when needed

Managing Members

  • Update roles – change member permissions
  • Remove members – revoke access to team
  • View invitation status – pending, accepted, expired

Roles and Permissions

See Collaboration for detailed information on:

  • Available permission types
  • Role assignment
  • Permission inheritance

Billing

Billing Portal

  • Access billing portal via Settings > Billing
  • View usage and charges
  • Manage payment methods

Usage-Based Billing

ChartInsight uses per-page billing:

  • Charged based on total pages processed
  • Processing occurs after upload
  • Billing happens after processing completes
  • Files reused from existing records are not charged again

Payment Methods

Credit Card (Default):

  • Payment via Stripe
  • Update payment method through billing portal
  • Secure, PCI-compliant processing

Invoiced Billing (High-Volume):

  • Available for high-volume customers
  • Monthly invoices based on usage
  • Contact sales to set up invoiced billing

Billing Issues

If payment fails:

  • Billing error status on affected records
  • Prominent warning banners in UI
  • Update payment prompt with direct link
  • Processing resumes after payment method updated

Promo Codes

  • Redeem promotional codes for discounts
  • Enter codes in billing settings
  • Discounts applied to future charges

Billing History

Invoices

  • View past invoices in billing portal
  • Download PDF invoices
  • See payment status for each invoice

Usage Reports

  • Track pages processed over time
  • See billing by record
  • Export reports for accounting

Team Billing

Per-Team Billing

  • Each team has separate billing
  • Users in multiple teams see separate charges
  • Admins with manage_billing role control settings

Billing Notifications

  • Payment confirmation emails
  • Failed payment alerts
  • Upcoming charge notifications

Account Security

Multi-Factor Authentication

See Security for MFA details:

  • Email-based verification codes
  • Required on login when enabled
  • Setup in account settings

Account Lockout

  • Protection after multiple failed login attempts
  • Automatic unlock after timeout
  • Contact support for immediate unlock

Account Deletion

  • Contact support to request account deletion
  • Data exported before deletion if requested
  • Permanent and irreversible

Support

Getting Help

  • In-app chat for immediate assistance
  • Email support for detailed issues
  • Documentation for self-service

Billing Disputes

  • Contact support for billing questions
  • Refunds considered on case-by-case basis
  • Dispute resolution through Stripe

Updated 5 months ago