Invitation-based access opens during managed setup.
My Account
See how account access is prepared during managed setup.
This account page shows how CoreStaff organizes profile guidance, plan conversations, invitation-based access, and support during managed rollout without implying live self-serve login, billing, or account-management actions.
Access is opened by invitation during managed setup, with identity, billing, and security actions still routed through CoreStaff review.
Account at a glance
The shell explains the account experience clearly.
The top row shows the access, plan, team, and support visibility customers receive once an account view is prepared for them.
Pricing and setup scope are reviewed with CoreStaff.
Business contacts, assigned roles, and support routes stay aligned.
Account, pricing, and security questions stay human-routed.
Profile and company
Profile, company, and employee links stay visible.
These cards show how the account organizes business contacts and role alignment without claiming live self-serve controls.
Account summary
Company name, primary contact, and the current account summary appear here as guided setup information.
- Primary business contact confirmed during setup
- Invitation-based access status tracked by CoreStaff
- Current account path documented for the customer team
Company settings entry
Business profile fields stay readable before any backend company settings exist.
- Company profile preview
- Business email preview
- Company settings entry
Contact details preview
Owner and contact details are confirmed during setup and shared through guided account access.
- Owner name preview
- Contact email preview
- Billing contact preview
Assigned AI employees entry
The account links back to the workspace roster rather than inventing new live state.
- Ruby
- Maya
- Miles
- Nora
- Custom AI Employee
Billing and usage
Billing guidance and account support stay visible.
These cards make plan, billing, payment, and support expectations readable without claiming live payment, provider, or metering state.
Plan status
Plan guidance, included setup scope, and next-step boundary.
- Managed setup package chosen during pricing review
- Capacity and support scope confirmed with CoreStaff
- No live subscription claim
Billing summary
The account shows the shape of a billing summary without pretending billing is live.
- Billing summary preview
- No live provider state
- Human-routed billing questions
Payment method management
Payment method controls are shown as a guided review surface only.
- Payment method preview
- No card collection claim
- No live update flow
Receipt history
Invoice and receipt history are shown as an account-view reference for later approved tooling.
- Receipt history view
- Invoice list preview
- No live billing export claim
Current credits
The account explains plan capacity and usage expectations during managed setup.
- Capacity guidance reviewed with CoreStaff
- Usage expectations documented during onboarding
- No live token metering
Buy more credits
Credit expansion is only a static entry point until payment tooling exists.
- Credit path preview
- Human-routed plan changes
- No live checkout claim
Security and support
Security, privacy, cancellation, and support are easy to find.
The controls below make the account path legible without claiming live auth or self-serve account-management functionality.
Security settings preview
Guided view for password, login, and account security settings handled during setup.
- Password preview
- Login preview
- Security settings preview
Account controls
Keep access and account-control settings visible without claiming live auth.
- Access controls preview
- Account control preview
- Human review required
Privacy settings
Data and privacy settings are displayed as a shell only.
- Data handling preview
- Privacy controls preview
- No production data claim
Account closure entry
Cancellation and account closure are visible as an entry only.
- Cancellation entry preview
- Human review required
- No instant closure claim
Notification preferences
Notification and support preferences remain human-readable for later backend state.
- Notification routing preview
- Support preferences preview
- Human-reviewed only
Support / help / contact
Use the support routes for human review when an account issue needs help.
Return path
Back to workspace when you are done.
The account console links back to the customer workspace so buyers can move between the two guided surfaces without any live portal claim.
Static shell boundary
No live account claim yet.
This My Account shell is a preview of the account-console surface. Real login, session state, billing provider state, payment methods, invoices, credits, and action history come later and require separate approval.