Settings
Account, billing, and workspace preferences.
Lightweight settings for a client portal demo: plan details, access, data controls, and communication preferences.
Account
Workspace snapshot
Current planEnterprise Growth
Workspace seats184 of 220 active
Data freshnessUpdated 12 minutes ago
Next renewalNov 18, 2026
Client-facing access enabled
External stakeholders can view shared reports and exported summaries.
Plan and billing
PlanEnterprise Growth
Billing cadenceAnnual
Next invoice$38,400 on Nov 18, 2026
Team access
Members184 active
Admins8 workspace admins
Pending invites5 outstanding
Data controls
Warehouse syncEvery 15 minutes
Retention36 months
ExportsCSV, PDF, scheduled email
Notifications
Risk alertsEnabled
Weekly digestMonday at 8:00 AM
Report mentionsEmail and in-app
Preferences
Notification and report delivery
Risk threshold alerts
Weekly executive digest
Report comment mentions