Skip to main content

My Account

Comprehensive account management for your Vendasta platform, covering subscription details, team administration, billing operations, and business profile settings. Access all essential account functions from a centralized management hub.

What it is​

My Account serves as the central control center for your Vendasta platform management. It encompasses subscription plan details, team member administration with role-based permissions, comprehensive billing operations including payment methods and financial reporting, and business profile configuration.

What you can do with it​

  • Manage Subscription Plans: View current plan details, subscription information, and available features based on your service tier
  • Administer Team Members: Create and manage Partner Center admins, salespeople, and Digital Agents with granular permission controls
  • Control Billing Operations: Manage payment methods (Visa, Mastercard, Amex), billing contacts, invoicing preferences, and access comprehensive billing reports
  • Handle Financial Documents: Access invoices, receipts, credit notes, and export billing data for accounting purposes
  • Participate in Affiliate Program: Join Vendasta's affiliate program and manage participation terms and conditions
  • Configure Company Profile: Set up business information, company details, and organizational settings
  • Generate Business Reports: Access analytical data and performance metrics for business insights
  • Manage Pricing Strategies: Configure and adjust product pricing approaches for your business model

How it works​

The account management system operates through role-based access controls where Partner Center admins have full administrative privileges, salespeople have mid-level access focused on client management, and Digital Agents access Task Manager for fulfillment work.

Get started​

  1. Review Your Plan at My Plan to understand current subscription features and limitations
  2. Set Up Team Access at My Team by inviting team members with appropriate roles and permissions
  3. Configure Billing at My Billing by adding payment methods, setting billing contacts, and reviewing invoicing preferences
  4. Complete Company Profile to ensure accurate business information across the platform
  5. Access Financial Documents to review billing history and export data for accounting

Key functionality​

My Plan​

Subscription plan management with detailed view of current plan features, service tiers, and available capabilities. Access subscription plan information to understand platform limitations and available functionality.

My Team​

Comprehensive team member management including Partner Center admins, salespeople, and Digital Agents. Create team members, assign role-based permissions, manage profiles, reset passwords, change email addresses, and control access levels. View team overview with last login dates and role assignments.

My Billing​

Complete billing operations including billing model management (flexible activation/cancellation with automatic renewals), payment method administration (Visa, Mastercard, Amex), billing contact configuration, comprehensive billing reports, upcoming charge visibility, data export capabilities, management fees handling, credit notes, and vCash virtual credit management.

Reports​

Business analytics and performance reporting for data-driven decision making and operational insights.

Financial Documents​

Centralized access to invoices, receipts, credit notes, and other financial documentation for accounting and record-keeping purposes.

Pricing​

Product pricing strategy management and configuration for optimizing business revenue models.

Company Profile​

Business information management including company details, organizational settings, and profile configuration.

Affiliate Program​

Vendasta affiliate program participation including terms and conditions, program benefits, and management of affiliate activities.

Error handling or troubleshooting​

  • Team Access Issues: Reset passwords, verify email addresses, check permission assignments, and ensure proper role configuration
  • Billing Problems: Review payment method validity, verify billing contact information, check for declined payments, and confirm subscription status
  • Plan Limitations: Understand feature availability based on subscription tier and contact support for upgrade options
  • Financial Document Access: Ensure proper permissions for viewing invoices and financial data