Account & team settings navigation

Manage your personal account and team-wide settings.

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)

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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.

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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")

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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.

You'll get a JSON file that includes your project and task data. It excludes meeting transcripts and recordings.

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

Using this option will automatically cancel your Wonderly membership or free trial and delete your account and data. This information cannot be recovered.