Managing Your Account Settings

Accessing Account Settings

1. Click Settings in the bottom-left corner of Floyi.
2. The page opens with up to seven tabs:
   • Account
   • Billing & Credits
   • Plans & Upgrades
   • Team (shown on team-eligible plans, or when you belong to someone else’s team)
   • Integrations
   • API Keys (shown when API access is enabled for your account)
   • Security

Note

Floyi remembers which tab you were on. You can also link directly to a tab with the ?tab= URL parameter, for example /settings?tab=integrations.

Account Tab

• Update your First Name and Last Name, then click Save Changes.
• Change your email yourself: click Change Email, enter your new address, and click Send Verification. Your email doesn’t change until you confirm from the new inbox. While a change is pending, you’ll see a banner with the masked new address and a Cancel change option.
• Review Account Overview: your Total, Monthly, PAYG, and Free credits, your Included Topical Research allocation for the month (with a usage meter), and your Team credits when you’re part of a team.

Billing & Credits Tab

• See your current plan, status, amount, discounts, and next billing date.
  • If you’re on a trial, a banner shows the days remaining, the conversion date, an Upgrade now button and a Cancel Trial button.
  • If you’re on the Free plan and haven’t had a trial yet, a Try Pro for 14 days card with a Start Trial button appears here.
  • If your plan is scheduled to cancel, the status shows the cancellation date. You keep access until then.
  • If a downgrade is scheduled, a notice shows the new plan and the date it starts. Click Keep followed by your plan’s name (for example, Keep Scale Plan) to stay on your current plan instead.
  • A Legacy Plan badge means you’re on an older or grandfathered price. You keep that price as long as you stay on the plan. Any plan change moves you to today’s price for the new plan.
• Click Manage Subscription to open Stripe for payment methods, invoices and cancellation. Plan changes happen in the Plans & Upgrades tab.
• Open Billing History or Credits History modals for detailed records. Credits History here shows your Personal Workspace. Team transactions live under Settings → Team.
• Check Credits Overview to see remaining credits broken down by type: Monthly (subscription credits that reset each billing cycle), PAYG (pay-as-you-go credits that never expire), and Free (promotional credits), plus your Included Topical Research usage for the month.
• Read any announcements tied to billing or credits.

Pay As You Go Credits

Use the PAYG slider to purchase additional credits from 1,000 to 100,000 (1,000-credit steps up to 10,000, then 5,000-credit steps). PAYG credits never expire and are used after your monthly subscription credits are depleted.

• Plan-based pricing: The slider automatically reflects your plan’s rate. Scale, Pro, Creator, and Free plans each have their own per-1,000 pricing. The price you see on the slider is the price you pay at checkout.
• Bulk discount: Creator and Free plans receive a lower rate when purchasing 50,000+ credits.
• Promo codes: Enter an optional promo code before purchasing.
• Checkout: Click Purchase Credits to complete payment via Stripe Checkout. Credits are added to your account immediately after payment.

Trial accounts: PAYG purchases are unavailable during a trial. Click Upgrade to Pro to open the Plans & Upgrades tab and start your full plan, which unlocks credit top-ups.

Team members: PAYG purchases can only be made by the team Owner. Non-owner members will see a notice directing them to the team Owner.

See also: How Do Floyi Credits Work? and How to Purchase Credits.

Plans & Upgrades Tab

• Compare the Pro and Scale plans. (The Creator plan is shown only if you’re already subscribed to it.)
• Toggle Monthly / Yearly pricing. Yearly gives you 2 months free and shows the monthly equivalent.
• Free plan: choose a plan and click Subscribe Now.
• Paid plan or trial: click Upgrade, Switch to Yearly or Start Paid Plan on a plan card. Upgrades take effect immediately. Lower plans show Downgrade, and a yearly plan shows Switch to Monthly. Both take effect at the end of your current billing period and charge nothing today. While a downgrade is scheduled, the plan buttons are hidden until you keep your current plan.
• Promo codes: enter the code in the box below the plans before you choose a plan.
• Try Pro before you buy: eligible free accounts can start a 14-day Pro trial for $7, including trial credits and full access to Pro features. Cancel anytime during the trial; it converts to the regular Pro price afterward.
• The Plan Information section summarizes the rules: monthly credits reset each cycle and don’t roll over, PAYG credits never expire, each plan includes free topical research runs per month, strategy essentials (brand foundation, personas, hierarchy, slugs, scorecard, audits, anchors) are free on every plan, upgrades take effect immediately (you pay the new plan minus unused time on your current plan, and your billing date moves to today), and downgrades take effect at the end of your current billing period.

Team members: Subscription management is only available to the team Owner. Non-owner members see a “Team-managed billing” notice instead of the plan cards.

See also: Floyi Subscription Management.

Team Tab

Team workspaces are included with Pro (3 seats included, up to 5 with add-ons) and Scale (8 seats included, up to 15 with add-ons). The Team tab appears automatically on eligible plans, and for anyone who has joined another account’s team. You switch between your Personal and Team workspace using the toggle in the sidebar, not from this tab.

What you can do here

• Team credits: see the team’s credit balance at a glance. Owners and Admins can open the Team Credits History for the team workspace’s transactions.
• Rename your team: Owners can click Edit next to the team name.
• Members: view everyone on the team with their role and status. Owners can remove any non-Owner; Admins can remove Members.
• Seats (Owner only): see included seats, purchased extras, and the per-seat add-on price for your billing interval. Enter a new total and click Update seats. A confirmation modal shows a live cost preview first.
  • Adding seats charges the prorated amount immediately to your payment method on file.
  • Removing seats takes effect right away. There’s no charge and no credit for the rest of the current period, and your next renewal is billed for the lower seat count.
• Invite members (Owner/Admin): enter an email, pick a role (Member or Admin), and click Send invite. Invites require an available seat.
• Downgrades and seats: to move to a lower plan, your members and pending invites must fit that plan’s included seats (3 on Pro), and extra seats must be removed first. While a downgrade is scheduled, invites are capped at the lower plan’s included seats and seats can’t be changed. Keeping your current plan lifts both limits.
• Pending invitations: see outstanding invites with their expiry date, and Resend or Revoke them.

Roles at a glance

• Owner: billing, seats, invites, member management, brand deletion, plan changes.
• Admin: manage members and invites, manage brands (including delete), connect and remove the team’s Google Search Console accounts. No billing access.
• Member: full product use and credit spend, can create and edit brands. Cannot delete brands, add or remove Google Search Console accounts, or delete, re-analyze or manually match imported Search Console data. No billing access.

Note

In a team workspace, credits are drawn from the team’s pool (funded by the Owner’s subscription). Personal-workspace credits and team credits are tracked separately.

Integrations Tab

Connect external tools to power up your workflow. Integrations are grouped into Publishing and Data Integrations.

WordPress (Publishing)

Publish content directly from Floyi to your WordPress sites. Supports Yoast SEO, RankMath, and other popular SEO plugins.

• Click Connect Site and follow the guided handshake with the Floyi WordPress plugin.
• Connect multiple sites. Your plan determines how many connections you can have (a paid plan is required).
• Each connected site shows its status, detected SEO plugin, and a health check button to verify the connection.
• If a connection breaks (invalid credentials), remove it and reconnect the site.
• Teams: only team Admins and Owners can connect or disconnect sites.

Full setup guide: WordPress Publishing.

GitHub (Publishing)

Publish content as Markdown or MDX directly to a GitHub repository. Works with Astro, Next.js, Hugo, Jekyll, Docusaurus, and any static site generator.

• Connect a repository and choose the branch and file format; each connection shows how many articles it has published.
• Connection limits follow your plan, and only team Admins and Owners can manage repos in a team workspace.

Full setup guide: GitHub Publishing.

Google Business Profile (Data)

Connect your verified Google Business Profile to sync business data for local SEO features.

1. Click Connect in the Google Business Profile card and sign in with the Google account that manages your business profile.
2. Once connected, choose a Source Location under Sync Configuration if you manage multiple locations. This is the location used when you click Sync from GBP in Brand Foundation.
3. In Brand Foundation → Business Info, click Sync from GBP to pull your business name, address, phone, website, category, hours, and service areas. Floyi generates LocalBusiness Schema (JSON-LD) from this data.

The connection is read-only. Floyi never modifies your Google Business Profile. Disconnecting keeps previously synced data; only the live connection is removed.

Google Search Console (Data)

Pull search analytics data to see how your topics perform in Google Search. This powers the GSC Performance panel in Topical Authority.

• Click Connect and pick the Google account that has access to your Search Console property in Google’s account chooser.
• Multiple accounts: click Add another account to connect a different Google login, for example one per client. The Free plan includes one account per workspace; any paid plan can connect as many as you need.
• Each connected account is listed with its own Disconnect button. Disconnecting one account leaves the others connected and keeps your already-imported GSC data.
• Teams: accounts connected in a team workspace are shared with every team member, who can fetch data with them. Only team Owners and Admins can add or remove accounts. Connecting an account in your Personal workspace doesn’t share it with any team.
• If Google access for an account expires or is revoked, it shows Reconnect needed. Click Reconnect and sign in with that same account.
• Access is read-only. Floyi pulls performance data and modifies nothing.

Google Sheets & Docs (Data)

Export research data to Google Sheets and content briefs/drafts to Google Docs.

• Click Connect and authorize with your Google account. You can also connect on the fly when exporting.
• Floyi can only access documents it creates. Your existing Drive files are never touched.
• Disconnecting doesn’t affect files already exported to your Drive.

API Keys Tab

The API Keys tab appears when API access is enabled for your account (currently rolling out in beta) and is available on the Pro and Scale plans. API keys let external applications, AI agents, and automation platforms connect to your Floyi account programmatically.

• Workspace binding: every key is permanently bound to the workspace that’s active when you create it, either Personal or a specific team. Switch workspaces to manage keys for other workspaces.
• Create a key: click Create Key, name it, choose what it’s for (Integration for Zapier/Make/n8n-style automation, or Developer for custom apps and tools), and pick its permission scopes (view/edit access to Brands, Briefs, Content, Maps & Authority, and Account data). Sensible defaults are pre-selected per key type.
• Copy it immediately: the full key is shown only once, right after creation.
• Manage keys: the table shows each key’s prefix, workspace, type, rate limit, last-used date, and status. Rotate revokes the current key and issues a new one in a single step; Revoke permanently disables a key.

Connected Apps

Below your keys you’ll find apps connected to the workspace through the Floyi MCP server, such as Claude. Each entry shows when it was connected and last used. Click Disconnect to immediately revoke an app’s access.

See also: API Reference and the Floyi MCP overview.

Security Tab

• Change Password: Enter current password, then new password and confirmation, and click Update Password.
• Log Out: Use the red Log Out button (with confirmation) to end your session.
• Follow the built-in security tips: unique passwords, don’t share credentials, log out on shared devices, and contact support for suspicious activity.