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28 changes: 28 additions & 0 deletions docs/Account/01-intro.md
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---
title: Account
sidebar: auto
sidebar_position: 1
---

# Your TrustedLogin Account

The TrustedLogin application at [app.trustedlogin.com](https://app.trustedlogin.com) handles account management, profiles, and billing. It receives and **processes login and validation requests** from the [Client SDK](../Client/intro) and [TrustedLogin Connector plugin](../Connector/intro).

## Task guides {#guides}

Step-by-step walkthroughs for the things you'll do most often in your TrustedLogin account:

- **[Sign up and reach your first dashboard](./Guides/signup)**
- **[Install the Connector and connect your team](./Guides/install-connector)**
- **[Log in to a customer site](./Guides/log-in-to-site)**
- **[Invite a teammate](./Guides/invite-teammate)** · **[Switch between teams](./Guides/switch-team)**
- **[Buy credits](./Guides/buy-credits)** · **[Set up auto-reload](./Guides/auto-reload)** · **[Change plan or cancel](./Guides/change-plan)**
- **[Reset two-factor authentication](./Guides/reset-2fa)** · **[Manage your API keys](./Guides/regenerate-api-keys)**

See [the full list of guides](./Guides) for the same content grouped by topic.

## SLA {#service-level-agreement}

We have a 99.99% uptime commitment for our Enterprise-level customers. Please [read the SLA on our website](https://www.trustedlogin.com/service-level-agreement/).

If you're building automation or custom integrations on top of TrustedLogin, the [HTTP API reference](../api-reference) covers authentication, endpoints, and a Postman collection.
6 changes: 6 additions & 0 deletions docs/Account/Developers/_category_.json
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{
"label": "Developers",
"position": 9,
"collapsible": true,
"collapsed": true
}
18 changes: 18 additions & 0 deletions docs/Account/Developers/http-api.md
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---
sidebar_label: HTTP API
sidebar_position: 5
sidebar: Home
---

# HTTP API

The TrustedLogin HTTP API is the programmatic interface to the same operations the dashboard exposes — useful for building custom integrations, automation, or your own tooling on top of TrustedLogin.

Full reference is hosted alongside the application:

- [Authenticating requests](https://app.trustedlogin.com/docs/api/#authenticating-requests)
- [Accounts API](https://app.trustedlogin.com/docs/api/#accounts-api)
- [Endpoints](https://app.trustedlogin.com/docs/api/#endpoints)
- [Sites API](https://app.trustedlogin.com/docs/api/#sites-api)

A [Postman collection](https://app.trustedlogin.com/docs/collection.json) is also available.
6 changes: 6 additions & 0 deletions docs/Account/Guides/_category_.json
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{
"label": "Guides",
"position": 2,
"collapsible": true,
"collapsed": false
}
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Expand Up @@ -3,7 +3,7 @@ sidebar_label: Set up auto-reload
sidebar_position: 7
---

<!-- Auto-generated by tests/Browser/docs/auto-reload-flow.spec.ts. Edits to this file will be overwritten on the next run — update the spec to change the doc. -->
<!-- Auto-generated by the 'auto-reload' doc-flow spec. Edits to this file will be overwritten on the next run — update the spec to change the doc. -->

# Set up auto-reload

Expand Down Expand Up @@ -33,7 +33,7 @@ There are three settings that together shape when and how much auto-reload costs

- **Reload when my balance drops below** — the trigger. When your credit balance slips under this number, auto-reload fires. A common setting is $5 — enough headroom to cover a few more logins while the card charge settles.
- **Reload with** — the bundle that gets purchased each time. Bigger bundles cost more per reload but carry a bonus (a $100 bundle gives you $115 in credits) and charge you less often.
- **Monthly cap** — the most auto-reload will spend on your card in any one billing cycle, no matter what. If a customer ever went rogue and burned through credit in a loop, this is the ceiling that stops the bleeding.
- **Spend cap per billing period** — the most auto-reload will spend on your card in any one cycle, no matter what. If a customer ever went rogue and burned through credit in a loop, this is the ceiling that stops the bleeding.

Click **Save** and auto-reload is live.

Expand Down Expand Up @@ -69,5 +69,4 @@ Teams doing heavier support work should go with a larger bundle (the bonus credi

## If something goes wrong

A failed charge pauses auto-reload until you fix the payment method. You'll get an email at your billing address, and the banner at the top of the Billing page shows what went wrong. Fixing the card and saving your billing settings resumes auto-reload on the next trigger.

A failed charge pauses auto-reload until you fix the payment method. You'll get an email at your billing address, and the banner at the top of the Billing page shows what went wrong. Fixing the card and saving your billing settings resumes auto-reload on the next trigger.
26 changes: 8 additions & 18 deletions docs/Guides/buy-credits.md → docs/Account/Guides/buy-credits.md
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Expand Up @@ -3,48 +3,39 @@ sidebar_label: Buy credits
sidebar_position: 6
---

<!-- Auto-generated by tests/Browser/docs/buy-credits-flow.spec.ts. Edits to this file will be overwritten on the next run — update the spec to change the doc. -->
<!-- Auto-generated by the 'buy-credits' doc-flow spec. Edits to this file will be overwritten on the next run — update the spec to change the doc. -->

# Buy credits

One-time credit purchases — useful when a specific week needs extra headroom and you don't want to commit to a recurring top-up.

## 1. Open your Billing page

Click **Billing** in the sidebar. Your current credit balance shows at the top of the page; the bundle grid sits below the plan card.
Click **Billing** in the sidebar. Your current credit balance shows at the top of the page; the bundle grid sits one click away on the **Buy credits** page.

![Open your Billing page](/img/guides/buy-credits/01-open-your-billing-page.png)

<!-- Captured from http://localhost:8090/admin/team-subscription -->

## 2. Pick a bundle

There are six bundle sizes, from $10 (covers the occasional overage) through $1,000 (Commit-tier teams who want to pay up front). Bigger bundles get bonus credits:

- **Starter** ($10) — 10 credits, no bonus. Good for topping up after a one-off spike.
- **Standard** ($25) — 25 credits, no bonus. The recommended default.
- **Plus** ($50) — 55 credits (+10% bonus).
- **Growth** ($100) — 115 credits (+15% bonus).
- **Scale** ($250) — 300 credits (+20% bonus).
- **Commit** ($1,000) — 1,250 credits (+25% bonus).

The bigger the bundle, the better the value, and credits never expire while your team is active — so there's no rush to use them.
Six bundle sizes, from **$10** (small top-up) to **$1,000** (Commit teams paying up front). Bundles of $50+ add bonus credits on top of the paid amount, scaling up to **+25%** on the largest bundle. Credits never expire while your team is active — pick the size that covers a few weeks at your team's typical burn.

![Pick a bundle](/img/guides/buy-credits/02-pick-a-bundle.png)

<!-- Captured from http://localhost:8090/admin/buy-credits -->

## 3. Watch for the overage callout
## 3. Bigger bundles carry bonus credits

If you're currently over your plan's login cap, a yellow banner appears above the bundle grid: **You're N logins over your cap this period.** The number tells you exactly which bundle covers the overage with some headroom — usually the Standard ($25) bundle does the job.
Each card shows the bundle size, the credits it buys, and — for $50 and up — a **+10%** through **+25%** bonus badge. Bonus credits are real balance, not a future discount.

![Watch for the overage callout](/img/guides/buy-credits/03-watch-for-the-overage-callout.png)
![Bigger bundles carry bonus credits](/img/guides/buy-credits/03-bigger-bundles-carry-bonus-credits.png)

<!-- Captured from http://localhost:8090/admin/buy-credits -->

## 4. Buy for $X → Stripe Checkout

Clicking **Buy for $X** on any bundle card opens Stripe Checkout in the same tab. Use the card on file (or enter a new one) and confirm — Stripe handles the charge, we handle the credit.
Clicking **Buy for $X** on any bundle card opens Stripe Checkout. Use the card on file (or enter a new one) and confirm — Stripe handles the charge, we handle the credit.

On a successful payment you bounce back to TrustedLogin with a **Credits on the way** toast. Your balance updates within a few seconds of the Stripe webhook arriving. If you cancel Stripe Checkout instead, you're returned to the same page with a **Checkout canceled** toast and no charge.

Expand All @@ -68,5 +59,4 @@ Count your team's typical weekly login burn and multiply by four to six weeks. T

## Refund policy

Credit bundles are refundable inside 14 days as long as the credits haven't been spent. Contact support to request a refund.

Credit bundles are refundable inside 14 days as long as the credits haven't been spent. Contact support to request a refund.
33 changes: 14 additions & 19 deletions docs/Guides/change-plan.md → docs/Account/Guides/change-plan.md
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Expand Up @@ -3,15 +3,15 @@ sidebar_label: Change plan or cancel
sidebar_position: 8
---

<!-- Auto-generated by tests/Browser/docs/change-plan-flow.spec.ts. Edits to this file will be overwritten on the next run — update the spec to change the doc. -->
<!-- Auto-generated by the 'change-plan' doc-flow spec. Edits to this file will be overwritten on the next run — update the spec to change the doc. -->

# Change plan or cancel

Plan changes — up, down, or off — all flow through Stripe's Billing Portal. TrustedLogin handles the plan mapping; Stripe handles the money.

## 1. Open your Billing page

**Billing** in the sidebar takes you to the plan summary. The top card shows your current plan, next renewal date, and billing email. Every plan change starts from here.
**Billing** in the sidebar takes you to the plan summary. The top card shows your current plan, balance, and the plan picker grid. Every plan change starts from here.

![Open your Billing page](/img/guides/change-plan/01-open-your-billing-page.png)

Expand All @@ -21,35 +21,31 @@ Plan changes — up, down, or off — all flow through Stripe's Billing Portal.

Before changing anything, check what you're on:

- **Plan name** — Free, Starter, Growth, Scale, and Enterprise are the common ones.
- **Sites** and **logins per cycle** — the caps. Any login beyond this is billed from your credit balance (so running out of credits = hitting a hard stop, not overage charges).
- **Next invoice** — the date your card will be charged for the next cycle. Changes you make before this date take effect on the next cycle; mid-cycle changes prorate.
- **Plan name** — Free, Solo, Team, Agency, and Enterprise are the public tiers.
- **Sites** and **logins per cycle** — the caps. Any login beyond this is billed from your credit balance (running out of credits = a hard stop, not overage charges).
- **Credit balance** — credits you have on hand right now. Refill via auto-reload or the Buy credits page.

![Understand what your current plan covers](/img/guides/change-plan/02-understand-what-your-current-plan-covers.png)

<!-- Captured from http://localhost:8090/admin/team-subscription -->

## 3. Click Manage subscription
## 3. Click Billing portal to manage your subscription

The **Manage subscription** button opens the Stripe Billing Portal. Stripe handles the plan change itself — we don't build our own checkout for it, because letting Stripe own the card data, the tax calculation, and the invoices means one less system that can leak them.
The **Billing portal** button opens the Stripe Billing Portal in a new tab. Stripe handles the plan change itself — we don't build our own checkout for it, because letting Stripe own the card data, the tax calculation, and the invoices means one less system that can leak them.

You're signed in automatically — no extra password to enter. Stripe's portal is a different tab; when you're done, close it and your plan is already updated on our side through Stripe webhooks.
You're signed in automatically — no extra password to enter. When you're done, close the Stripe tab and your plan is already updated on our side through Stripe webhooks.

![Click Manage subscription](/img/guides/change-plan/03-click-manage-subscription.png)
![Click Billing portal to manage your subscription](/img/guides/change-plan/03-click-billing-portal-to-manage-your-subscription.png)

<!-- Captured from http://localhost:8090/admin/team-subscription -->

## 4. Change plan, update card, or cancel
## 4. Or switch plans in the picker

The Stripe portal has three relevant actions:
Below the plan summary, every public tier is listed as a card with its sites / logins caps, monthly price, and overage rates. Click **Upgrade to Team / Agency** to switch up, **Switch to Free** to downgrade. Upgrades go through Stripe Checkout if you don't have a card on file yet, OR swap your existing subscription's price in place if you do — either way, you never end up paying two subscriptions concurrently.

**Change plan.** Picks a new plan from the list — effective immediately, prorated against the current cycle. If you're upgrading, the difference is charged now; if you're downgrading, the difference becomes credit that offsets your next invoice.
Mid-cycle changes prorate: upgrades charge the per-day difference now, downgrades credit the difference toward your next invoice.

**Update payment method.** Add or replace the card on file. The update applies to every future charge, including auto-reload.

**Cancel subscription.** Ends the subscription at the end of the current cycle — you keep all the features you're paying for until the date your card would have been charged next. After that, you drop to the Free plan.

![Change plan, update card, or cancel](/img/guides/change-plan/04-change-plan-update-card-or-cancel.png)
![Or switch plans in the picker](/img/guides/change-plan/04-or-switch-plans-in-the-picker.png)

<!-- Captured from http://localhost:8090/admin/team-subscription -->

Expand All @@ -69,5 +65,4 @@ Credits only disappear if you **delete your team**. Cancelling a subscription do

**Do I lose access immediately when I cancel?** No. Cancel is an end-of-period action. You keep every feature of the plan you were on until the cycle closes — so cancelling two days into a monthly plan still gives you 28 more days of paid access.

**Can I get a refund instead of a credit?** For annual plans or edge cases (you signed up by mistake, you were double-charged), yes — contact support with your account email and we'll handle it manually.

**Can I get a refund instead of a credit?** For annual plans or edge cases (you signed up by mistake, you were double-charged), yes — contact support with your account email and we'll handle it manually.
16 changes: 1 addition & 15 deletions docs/Guides/index.md → docs/Account/Guides/index.md
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---
title: Task guides
sidebar_label: Overview
sidebar_position: 0
slug: /Guides
---

---
title: Task guides
sidebar_label: Task guides
---

# Common things you'll do in TrustedLogin
Expand Down Expand Up @@ -39,12 +34,3 @@ them.

- [Reset two-factor authentication](reset-2fa.md)
- [Regenerate your API keys](regenerate-api-keys.md)

---

<!--
Each page in this folder is auto-generated from a Playwright spec in
tests/Browser/docs/. Edit the spec to change the doc — direct edits
here are overwritten on the next run. See tests/Browser/docs/TONE.md
for the voice guide.
-->
46 changes: 46 additions & 0 deletions docs/Account/Guides/install-connector.md
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---
sidebar_label: Install the Connector
sidebar_position: 2
---

<!-- Auto-generated by the 'install-connector' doc-flow spec. Edits to this file will be overwritten on the next run — update the spec to change the doc. -->

# Install the Connector and connect your team

The Connector is a WordPress plugin you install on **your** site — not your customers' sites. It's the bridge between TrustedLogin and the WordPress installations your support team works from.

This guide covers the TrustedLogin side of the setup. The Connector plugin itself has [its own setup guide](../../Connector/01-intro.md) for installation and configuration.

## 1. Open your team settings on TrustedLogin

Your dashboard lives at **trustedlogin.com/admin**. Once you're signed in, open **Team Settings** from the sidebar. Everything you'll paste into the Connector lives on this page.

![Open your team settings on TrustedLogin](/img/guides/install-connector/01-open-your-team-settings-on-trustedlogin.png)

<!-- Captured from http://localhost:8090/admin/team-settings -->

## 2. Fill in your team identity

The **Team name** appears on your customers' screens when they grant you access — pick something they'll recognize (usually your product's name).

The **REST API endpoint** is the URL of the WordPress site where you'll run the Connector plugin, with `/wp-json/` on the end — so if your Connector lives at `https://support.example.com`, enter `https://support.example.com/wp-json/`.

The **Support URL** is where customers will land if they need help after a grant expires. A good choice is your product's help desk or contact page.

![Fill in your team identity](/img/guides/install-connector/02-fill-in-your-team-identity.png)

<!-- Captured from http://localhost:8090/admin/team-settings -->

## 3. Copy your API credentials

Scroll to the **API credentials** section. You need three values to paste into the Connector:

- **Account ID** — a short number that identifies your team.
- **Public Key** — a 16-character hex string.
- **Private Key** — another 16-character hex string. **Keep this one private** — anyone who has it can impersonate your team until you rotate it.

Each value has a **Copy** button next to it. Leave this tab open — you'll need them in the next step.

![Copy your API credentials](/img/guides/install-connector/03-copy-your-api-credentials.png)

<!-- Captured from http://localhost:8090/admin/team-settings -->
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Expand Up @@ -3,7 +3,7 @@ sidebar_label: Invite a teammate
sidebar_position: 4
---

<!-- Auto-generated by tests/Browser/docs/invite-teammate-flow.spec.ts. Edits to this file will be overwritten on the next run — update the spec to change the doc. -->
<!-- Auto-generated by the 'invite-teammate' doc-flow spec. Edits to this file will be overwritten on the next run — update the spec to change the doc. -->

# Invite a teammate

Expand Down Expand Up @@ -71,5 +71,4 @@ Email deliverability is the single most common issue here. Check:

1. **Spam / promotions folders.** TrustedLogin invites come from a `trustedlogin.com` address but spam filters can still flag them.
2. **The Invitations page.** Is the invite still listed as **Pending**? If yes, TrustedLogin sent it — the issue is on the receiving mailbox. Resend from there.
3. **Typos in the email address.** Revoke the bad invite and start over with the correct address.

3. **Typos in the email address.** Revoke the bad invite and start over with the correct address.
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