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New Dailybot 3 is live. Read the launch

Account

Billing, organization settings, privacy, and personal preferences.

Platform:
Type:
43 articles

Advanced plan: what's included

Bulk-update members data (birthdays, anniversaries, occupation) via CSV

Cancelling your subscription

Change the organization administrator

Changing your account email address

Closing your Dailybot account

Compliance: SOC2, HIPAA, ISO 27001 and GDPR at Dailybot

Configure work days for your team

Configuring how people join your organization

Creating and managing teams

Data retention policies

Deactivate a user from your team without deleting them

Deleting your organization

Enterprise plan: what's included and how it works

Essentials plan: what's included

Export your Dailybot data (check-ins, forms, users)

Free plan: what's included and the limits

GDPR compliance and your rights

Getting a refund

How Dailybot billing works: the complete guide

Manage features and access control for members

Managing API keys and webhook secrets

Managing members: adding and removing users

Managing teams in Dailybot

Moderating the number of users on your bill

Organization Grid: managing multiple orgs

Plan comparison: Free, Pro, Business, AI add-ons

Plan overview: Free, Essentials, Advanced, Enterprise, AI add-ons

Privacy and data handling at Dailybot

Requesting data deletion

Roles and permissions

Security and privacy overview at Dailybot

Security certifications and compliance reports

SSO, SAML, and SCIM for Dailybot (enterprise sign-in)

The organization grid view

Understanding active vs. inactive users

Updating your billing email address

Updating your payment method

Updating your profile and timezone

Upgrading or downgrading your plan

Viewing and downloading invoices

What information Dailybot collects from your team

Working with multiple Dailybot organizations (switching, isolation, billing)