Settings & billing

Where settings live

In the left nav, Settings opens a panel with sub-sections for Profile, Billing, Team (agency only), Branding (agency only), Notifications, and Account.

Changing your plan

Under Settings » Billing:

• Upgrade: switches you to the higher plan immediately. Stripe pro-rates the charge for the rest of the billing period.
• Downgrade: takes effect at the end of your current billing period. You keep full access until then.
• Switch between direct and agency: contact support. Account-type swaps need a few one-time data moves and we'd rather do them by hand than expose a button that might lose pipeline data.

Cancelling

Under Settings » Billing » Cancel subscription. Cancellation takes effect at the end of your current billing period; you keep access until then. After cancellation, your data is preserved for 90 days in case you come back; after that, it's deleted unless you ask for an export.

If you're cancelling because something isn't working for you, email support@grantmind.pro first. Most of the time we can fix it.

Payment method

Card on file is managed through Stripe's hosted payment portal. Click Manage payment method in Billing to add, update, or remove cards. We don't store card data on our side at all; everything is tokenized through Stripe.

Invoices and receipts

Every payment generates a Stripe invoice emailed to the billing contact. All historical invoices are also available under Billing » Invoices as downloadable PDFs. Most nonprofits and agencies forward these to their bookkeeper monthly.

Team seats (agency only)

Under Settings » Team. The agency plan includes up to 10 seats. Inviting a teammate:

1. Click + Invite teammate.
2. Enter their email and pick a role (Admin, Writer, Read-only).
3. They get an email with a magic link to set their password.

Roles:

• Admin: full access, can invite/remove teammates, change billing.
• Writer: full access to assigned clients, no billing access.
• Read-only: can view pipelines and drafts; cannot edit or submit.

Branding (agency only)

Under Settings » Branding. Upload your agency's logo (SVG preferred) and set a primary color hex. Both feed into:

• PDF report headers.
• Client-facing magic-link landing pages.
• The cover sheet of exported proposals.

Notifications

Per-user notification preferences live under Settings » Notifications. Granularity:

• Deadline reminders (per-grant; default on).
• New-match alerts from saved searches (per-search; default off).
• Weekly digest of pipeline activity (default on).
• Product announcements (default on).

Every notification email has a one-click unsubscribe at the bottom for that category.

Account deletion

Under Settings » Account » Delete account. This is a hard delete: pipeline, drafts, search history, and org profile are removed within 30 days. If you want an export of your data before deletion, request it from the same screen.