## Introduction

This guide provides a walkthrough of the **account settings panel**, where you can manage your personal account details, workspace information, creator access, billing, and SCORM security settings.

## Access the account settings panel


1. From your workspace, open the account/settings area (for example, by selecting **Settings** in the left-hand navigation or clicking your **profile icon**).
2. The account management panel opens, with tabs for different areas of account and workspace management.

## What you can manage

### My account

Use **My account** to view and manage your personal profile information (such as your name and email address). From here you can also:

* Edit your profile details
* Delete your account (if available)

### Workspace details

Use **Workspace details** to view or change your workspace name.

### Creators

Open the **Creators** tab to see who has access to create content in your workspace. From here you can invite additional creators (plan limits may apply).

For detailed instructions, see **Creators**.

### Plans and Billing

Open **Plans and Billing** to:

* View your current plan and available upgrades
* Compare plan pricing
* Toggle between **monthly** and **yearly** billing (where available) to compare prices
* Select **Upgrade** to change your plan

For billing FAQs (invoices, updating cards, cancellations, etc.), see **Payments, billing, and subscriptions**.

### SCORM Allowlist

Open the **SCORM Allowlist** tab to configure a **global allowlist** of approved domains where your SCORM packages are permitted to be hosted.

If you’re exporting SCORM, see **Exporting courses as SCORM** for how allowlists work during export.

## Summary

The account settings panel provides centralized control over your workspace details, creator access, SCORM hosting security, and subscription settings. Reviewing these settings periodically helps ensure your account stays up to date and configured to meet your needs.

Managing account, workspace, and billing settings

Common questions: Workspaces

Configuring your email preferences

Creators

Folders

Transfer ownership of your workspace

Organizing courses with folders

How to delete a creator

Your workspace & settings

Release notes

Getting help: How Coassemble support works

General

Getting started: Common questions

What is a collection?

How to log in to your account

What is a screen?

What tone should I select?

Coassemble terminology explained

How do I sign up for a Coassemble account?

Can I use Coassemble as an LMS?

What file types can I transform into a course?

Accessing the login page

Getting to know your Coassemble workspace

Build the business case for Coassemble

What is Coassemble?

Getting started

Connecting to Google Drive or OneDrive

Convert a presentation into an online course

Your knowledge

Brand kit: A complete guide

Managing logos

Managing and defaulting themes

Creating and configuring themes

How to upload custom fonts in Coassemble

Asset library

Brand voice

How to save a legacy course theme

Transitioning to Brand kit for legacy users

Brand kit: Saving pre-existing themes

Brand kit for users on Free

How to apply Brand voice when generating courses

Using the Brand kit

How to edit video details

Brand kit

Creating courses from scratch

Coassemble's AI

Transforming a document to a course

Common questions: Course creation

Upload your videos to your course

How do I create a course?

Videos

AI image generation

Deleting courses

Generate a screen with AI

Refine with AI

Translations

Screens

Difference between transforming a document and converting a presentation

Generate a course with AI

Narration

The Finish screen

Enforce completion of videos

Images

Publishing

Loom integration

Customizing course appearance with Themes

How to preview and review a course

Managing and editing your course

Duplicating courses

Which screen should I use?

The Quiz screen

Create & customize

How Coassemble tracks unique anonymous users

Template links

How to import a course from a template link

How to share your courses

Sharing courses with Slack

Collections

SCORM packages and translations

Exporting courses as SCORM

Common questions: Sharing

Email invitations

Can I add my courses to another platform?

Sharing course links & invitations

Sharing

Analyzing course-level Insights

Analyzing Collection-level Insights

Tracking content performance with Insights

Link Insights

Sentiment

SCORM usage

Common questions: Insights

How to filter Course insights by date range

Course insights

Detailed Quiz results

Insights

Token usage

How do I upgrade from the free plan?

Team plan

Logging in with Microsoft

Free Plan

Payments, billing, and subscriptions

Enterprise plan

Plans and advanced features

Explore best practices for sharing your knowledge.

Assessment: Best practice for quizzes

Accessibility

Coassemble is WCAG 2.2 Level AA Conformant

Best practices

Why isn't my Embed screen working?

Where is the learner dashboard?

SCORM files not loading

What do I do if there is a bug?

SCORM session errors on Apple devices

Common questions: Troubleshooting

Requesting a password reset link

Setting a new password

How to change or reset your password

How do I ask learners to provide a longer typed response to a question?

Troubleshooting

Coassemble's approach to AI

AI & data security

SOC 2 compliance

How do I remove a creator's access to Coassemble?

Data security & AI

YouTube

Notion

Vimeo

Unsplash

Arcade

Hubspot

Docebo

aNewSpring

360Learning

Connections & Integrations

Headless course creation – Q&A

Security questions

Headless course creation

Guide

Support.coassemble.com

Managing account, workspace, and billing settings

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How to delete a creator

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Managing account, workspace, and billing settings

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How to delete a creator

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