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Accounts, sessions, and subscriptions

Understand sign-in, subscription controls, personal API keys, and account-level organization access.

X4 Tech SolutionsUpdated September 10, 20263 min read

Your Unity account identifies you when you open reports, join an organization, and create personal API keys. Report permissions and an active subscription are separate from that identity.

Use the account icon in the header for subscription settings, API access and sessions, organization management, and sign-out.

Sign in and recover access

Use the sign-in flow with your account's configured method. If you use a password and cannot remember it, use the password-reset flow and return with the updated credential.

Use the exact account invited to an organization or shared onto a report. Signing in successfully with another email does not transfer those grants.

Account menu

Menu itemPurpose
SubscriptionInspect the current subscription and available subscription/payment controls.
API access & sessionsCreate and revoke personal API keys or sign out everywhere.
Organization & teamsManage company membership, teams, invitations, policy, and lifecycle.
Sign-outEnd the current browser session.

The menu is account-wide. It is different from Manage Access, which controls a particular report.

Manage a subscription

Open Subscription to see the current subscription state, plan information, and billing-period details supplied by the service.

ControlEffect
Subscribe / upgrade flowOpens the available checkout workflow. Review the displayed price and terms there.
Manage Payment MethodOpens the payment-management workflow.
Cancel SubscriptionRequests cancellation at the end of the current billing period.
Renew SubscriptionReverses a pending end-of-period cancellation when the control is available.

The cancellation dialog explains that the subscription remains active through the current billing period. Cancelling a subscription is different from deleting the account, leaving an organization, or transferring reports.

Prices and plan availability come from the current subscription service and checkout. This guide intentionally does not hardcode them.

Understand subscription and permission

An active subscription does not grant access to every report. A report must still be owned by or shared with the account through a valid path.

Organization settings and invitation acceptance are available through authenticated browser sessions without an active report subscription. Other report workflows can require subscription access as well as resource permission.

If a page redirects you to subscription settings, distinguish that from a report-specific permission denial.

Use personal API keys

Open API access & sessions to create a named key with an expiry and the intended read/write scope. The key runs as your account; it is not a new user or an automatic report grant.

Revoke disables an individual key. Sign out everywhere invalidates browser sessions and personal API keys. Ordinary sign-out ends the current browser session.

The complete workflow, code examples, scopes, and endpoint reference are in the API quickstart.

Join or leave an organization

Open Organization & teams to create an optional organization, review invitations, and manage membership.

A person can belong to one active organization. Joining affects future report ownership while existing personal reports keep their ownership.

Before leaving, resolve last-owner and company-resource responsibilities. See Invitations and membership and Report ownership.

Troubleshoot account access

ProblemCheck
Report does not appearCorrect account, explicit share, team membership/limit, and organization policy.
Subscription redirectCurrent subscription state and whether the workflow requires it.
Invitation cannot be acceptedExact invited email, verification, expiration, and current organization.
Script stops authenticatingKey expiry, revocation, scopes, or a sign-out-everywhere action.
Account removal is blockedActive membership and company report/source dependencies.

An organization Admin, team Owner, and report Admin are different roles. Use the sharing guide to understand effective report access.

Questions about your environment? Contact us.