> For the complete documentation index, see [llms.txt](https://www.wonderly.com/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.wonderly.com/help/wonderly/wonderlys-navigation/settings-navigation/account-and-team-settings-navigation.md).

# Account & team settings navigation

To access Settings, click the ⚙️ **icon** at the top-left corner of your Wonderly screen. Then click the **arrow icon** at the top-left corner to open the secondary sidebar.

### **My account**

Update your personal account settings.

* **Profile Picture** – Upload or change your profile photo that appears across your Wonderly account.
* **Name** – Edit your full name as it displays to teammates and clients with access to the Client Portal.
* **Disconnect external Calendars** – Removes all connected calendar accounts (Google, or Microsoft) from your Wonderly account.
* **More Options** – Opens an additional account management option.
  * **Permanently delete data** – Allows you to permanently delete all your account data from Wonderly (this action cancels your currently active subscription and cannot be undone)

***

### **Billing & AI Credits**

Access your invoices and manage your subscription, payment method, and AI credit usage. (only available to team admin)

* **Plan** – See your current subscription tier, upgrade or cancel your plan, manage your billing, and invoices.
  * **Invoices** – Access and download all invoices for your Wonderly subscription.
  * **Upgrade** – Upgrade your free plan to gain access to more AI features.
* **AI Credits** – Track how many AI credits you have available and how you're using them across Wonderly's AI-powered features.
  * **Current AI credit balance** – Shows how many AI credits you have available.
  * **Usage history** – Displays how many AI credits you've used.
  * **AI feature usage** – Breakdown of which AI features (AI Phone, AI Notetaker, etc.) are consuming your credits.
* **Payment Method** – Manage the payment method used to bill your Wonderly subscription.

***

### **Team Settings**

Configure team-wide settings, manage team members, and set permissions.

**Members** **tab** – Manage team membership, roles, and workspace access.

* **Bulk edit role and Workspaces** – Allows you to select multiple team members and update their roles or workspace access simultaneously.
* **Filter** **list** – Type a name to find specific team members.
* **Invite Member** – Send invitations to new people to join your Wonderly team account.
* **Name** – Shows each team member's name.
* **Role** – Displays each member's permission level (Admin, or Member)
* **Date Added** – Shows when each team member joined the team.
* **Workspaces** – Lists which workspaces each team member has access to

**Details** **tab** – Customize your team name (e.g., "Sales Team," "Marketing Department," "Delivery Team")

***

### **Privacy**

Download or delete your account data from Wonderly.

* **Request data** – Allows you to request and download a copy of your data stored in Wonderly.

{% hint style="warning" %}
You'll get a JSON file that includes your project and task data. It excludes meeting transcripts and recordings.
{% endhint %}

* **Delete data** – Allows you to permanently delete your account data from Wonderly.

{% hint style="danger" %}
Using this option will automatically cancel your Wonderly membership or free trial and delete your account and data. This information cannot be recovered.
{% endhint %}