Accounts, sessions, and subscriptions

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.

The bottom of the app panel holds your account: Organization & teams, API access & sessions, and Subscription, then your name, where you sign out.

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.

Unity checks that your browser can keep you signed in before opening the app. If it cannot keep your session, retry sign-in at www.x4tech.org, or contact support if it continues. If Unity cannot check your session temporarily, try again. Email sign-in links work once; request a new link after a failed attempt. If signup says your account was created, sign in to that account to continue. If your session expires, the sign-in page says so, and signing in returns you to the page you were on.

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

Item	Purpose
Subscription	Inspect the current subscription and available subscription/payment controls.
API access & sessions	Create and revoke personal API keys, review earlier keys, see signed-in browsers, or sign out everywhere.
Organization & teams	Manage company membership, teams, invitations, policy, and lifecycle.
Your name → Log out	End the current browser session.

These items are 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.

Control	Effect
Subscribe / upgrade flow	Opens the available checkout workflow. Review the displayed price and terms there.
Manage Payment Method	Opens the payment-management workflow.
Cancel Subscription	Requests cancellation at the end of the current billing period.
Renew Subscription	Reverses 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.

The same rule applies to API keys: without an active subscription, requests that use the assistant or create reports, connections or file imports answer 403 with code subscription_required. Reading and exporting reports the account can access still works.

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

Create tester accounts as a platform administrator

Open User Management and choose Create tester account. Enter the person's email, name and password; you can generate a password in the dialog. Their email is their sign-in username. Choose your organization to add them as a Member, or choose Independent account. The organization option is available when you are an Owner or Admin of your current organization.

The new account receives active access without payment or a Stripe subscription. No email is sent automatically. Copy the login details from the confirmation and share them directly before closing; this screen does not retain the password. An existing email cannot be used to create a second account.

Organization membership does not grant every report. Share the appropriate reports or add the person to a team. Use Activate Subscription and Cancel Subscription in User Management to grant or withdraw administrator-managed access.

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.

Sessions lists each signed-in browser by browser and system (for example "Chrome on Windows") and the time it signed in; This browser marks the one you are using.

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 Connect your AI.

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

Problem	Check
Report does not appear	Correct account, explicit share, team membership/limit, and organization policy.
Subscription redirect	Current subscription state and whether the workflow requires it.
Invitation cannot be accepted	Exact invited email, verification, expiration, and current organization.
Script stops authenticating	Key expiry, revocation, scopes, or a sign-out-everywhere action.
Account removal is blocked	Active 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.

Sign in and recover access