Managing Account Settings

Select Settings in the navigation pane to open the Settings page, where you can update your profile, review your team account, manage API clients, and manage billing. The page has four tabs: Profile, Team, API Clients, and Billing.

The Profile Tab

Select the Profile tab to review and update your account details.

The Profile tab displays the email address associated with your account (read-only), and allows you to update the names associated with your account:

• the First name field.
• the Last name field.

When you have finished, select Save to update your account with the name changes; select Reset to return the fields to their previous values.

The Team Tab

Select the Team tab to review your account and manage team members.

The Team tab displays information about your account:

• the Tenant ID is a read-only identifier for your account; provide it when contacting pgEdge support (if needed for troubleshooting).
• the External ID is a read-only identifier value.
• the Plan field displays your current plan type (for example, Managed).
• the Team Name field displays the name of your team as it appears in the pgEdge web interface; you can change this to align with your team, organization, or company name. This name appears in invitation emails when you invite other people to join your account.

Select the copy icon next to the Tenant ID or External ID field to copy its value. When you change the Team Name, select Save to apply the change, or Reset to revert it.

For information about inviting and managing team members, see Managing Team Members.

The API Clients Tab

Select the API Clients tab to manage the API clients on your account.

The API Clients tab lists the API clients on your account (Name, Description, and Auth ID columns); you use an API client to interact with the REST API that manages your databases, backups, and other resources.

To add an API client, select Create API Client in the upper-right corner of the tab; the Create API Client popup opens.

The popup collects:

• a descriptive name for the API client, in the API Client Name field (required).
• a brief description of the API client, in the Description field.

Select Create to add the client, or Cancel to close the popup without saving it.

The Billing Tab

Select the Billing tab to review your subscription and payment status.

The Billing tab displays your account-level subscription and payment status:

• the Subscription field displays your current plan (for example, Free trial).
• the Payment method field indicates whether a payment method is on file.

Select Open billing portal to open the secure Stripe billing portal in a new tab, where you can view and download invoices, update your card, and change your billing details.

This account-level billing is separate from the size and price of an individual database; for details about a specific database's size tier and price, see Plan and Billing.