Settings, Usage, and Account

Every section of the Settings modal/page: agent, integrations, subscription, usage, storage, and account deletion.

Settings, Usage, and Account

Every configurable aspect of Allorc lives in one place: the Settings modal (and its full-page equivalent at /settings). This guide covers every section.



Where to Find Settings

There are two ways to open Settings:

  1. Sidebar → Settings (the cog icon at the bottom-left of the sidebar).
  2. Top bar → Settings (the cog icon in the chat top bar).

The Settings modal opens over the app shell with a left-rail navigation. The full-page version at /settings shows the same content as cards.


The Sections

Section What you can configure
Agent Worker name, model selection.
Integrations Connect ReachStream B2B Contacts.
Subscription View plan, manage billing, cancel, resume.
Usage & Billing AI credit usage in current cycle.
Mail Outbound Outbound email usage vs limit.
Storage Per-project storage usage vs quota.
Personalization (Placeholder — appearance preferences.)
Schedules (Placeholder — calendar defaults.)
Account (Placeholder — profile, password, deletion.)

See the full Subscription walkthrough in 02-subscription-billing.md.


Agent Section

The most-edited section. Lets you:


Integrations Section

Manages the ReachStream B2B Contacts integration that powers Find Leads.


Subscription Section

Shows the current plan, status, and lets you manage billing. The full walkthrough is in 02-subscription-billing.md.


Usage & Billing Section

The AI credit usage for the current billing cycle. Shows:

  • Cycle dates (e.g. "Jan 1 – Jan 31")
  • Used / total (e.g. "452 / 1,500")
  • Progress bar with the percentage
  • Days remaining in the cycle

If you've used >80%, the bar turns amber. If 100%, the bar turns red and a banner appears: "You've used all your AI credits. Upgrade to continue."


Mail Outbound Section

The outbound email usage for the current cycle. Same shape as Usage & Billing, but for emails:

  • Used / total (e.g. "82 / 500")
  • Progress bar
  • Cycle dates

If you've used >80%, the bar turns amber. At 100%, the bar turns red and a banner appears.


Storage Section

Per-project storage usage against the 100 MB/project quota. Shows:

  • Total usage (e.g. "73 MB used across 2 projects")
  • Per-project breakdown — a row per project with name, used MB, and a progress bar.
  • Quota per project — 100 MB on Starter.

If a project exceeds 100 MB, its bar turns red and uploads in that project are blocked.


Personalization Section

(Placeholder.) Future home of appearance preferences (theme override, default landing page, etc.). Currently shows a "Coming soon" card.


Schedules Section

(Placeholder.) Future home of calendar defaults (working hours, default reminder time, etc.). Currently shows a "Coming soon" card.


Account Section

(Placeholder.) Future home of:

  • Profile info (name, email, avatar)
  • Password change
  • Two-factor authentication
  • Active sessions
  • Account deletion

Currently shows a "Coming soon" card for most of these. Account deletion is available via the dedicated flow (see below).


Account Deletion (Soft Delete, 7-Day Hold)

Account deletion is a 7-day soft-delete flow:

  1. Email support to request deletion.
  2. Support schedules the deletion for T+7 days.
  3. On your next login, you see an amber banner at the top of the login screen: "Your account is scheduled for deletion on <date>."
  4. You can cancel the deletion by contacting support before that date.
  5. After 7 days, the account and all its data are permanently removed.

Why 7 days? It gives you a window to change your mind (and recover any in-flight work). It's also required by GDPR.


The Full-Page Settings View (/settings)

The full-page version of Settings shows the same sections as cards, with the same controls. Use this if you prefer a wider view or you're working without a sidebar context.


Settings and Subscription Recovery

Settings is a read-only view of your subscription state. To make changes, you almost always end up in the Stripe Customer Portal. The Settings page makes the path clear:

  • Past due / unpaid / paused: a yellow/red banner at the top of the Subscription section, with a primary CTA: Update payment method.
  • Trial ending in 3 days: an amber banner with Add payment method.
  • Active and healthy: quiet — just shows the plan, status, and renewal date.

Never store payment info in Allorc. All payment data is in Stripe. The Settings UI is just a launcher.


Toggling Theme (Light / Dark)

The theme toggle is not in Settings — it's a small icon in the top bar or sidebar (sun/moon). Click to toggle between light and dark mode. Your choice is remembered.


Keyboard Shortcuts in Settings

Shortcut Action
Esc Close the Settings modal.
Cmd/Ctrl + S Save the current section (when a form is focused).
Tab Navigate between fields.

Frequently Asked Questions

Q: Where do I change my password? A: Settings → Account (placeholder today). For now, use the Forgot Password flow on the login screen.

Q: Where do I add 2FA? A: Coming soon. For now, the platform relies on email + password.

Q: Can I see all my active sessions? A: Coming soon in Settings → Account.

Q: Why is some of Settings empty? A: The placeholder sections are on the roadmap. Subscribe to release notes to be notified.

Q: Where is the API key for Allorc itself? A: There isn't one — the worker uses its own tools. Apps have their own API keys (configured per-app).

Q: Can I export my data? A: For now, ask the worker in chat: "Export all my data as JSON/ZIP." A formal export UI is on the roadmap.

Q: How do I delete a single project without deleting my account? A: Project Settings → Danger zone → Delete. See 05-spaces-projects.md.

Q: How do I delete my entire account? A: Email support. 7-day soft-delete with a recovery window. See above.