The Settings page provides centralized access to manage your subscription, billing, and account preferences in one convenient location.

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Current Plan

Your current plan determines the features and capabilities available to you on SamSearch.
Note: If you see “Admin” as your current plan, this indicates you own the software and have full administrative access to all features.

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Available Plans

SamSearch offers three main subscription plans:

Starter

Get started with GovCon using our starter plan.Perfect for individuals and small businesses getting started with government contracting.

Pro

Boost your GovCon sales to the next level.Ideal for growing businesses that need comprehensive opportunity coverage and AI-powered tools.

Enterprise

Elevate your GovCon sales with our solution.For large organizations requiring team collaboration, dedicated support, and custom training.

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Settings Overview

The Settings page is organized into two main sections that provide all the functionality you need to manage your account:

Subscription & Billing 💳

Manage your subscription plan, billing information, and payment methods.

Account & Preferences 👤

Configure account settings, security preferences, and platform customization.

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Subscription & Billing

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Manage Billing

View your invoices and manage your current subscription. Access your billing information and subscription details:
  • View Invoices: Download and review your billing statements
  • Payment History: Track all past payments and transactions
  • Billing Address: Update your billing information
  • Payment Methods: Manage credit cards and payment options
Click the “Manage plan” button to access your billing portal where you can view invoices, update payment methods, and manage your subscription.

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Subscription Actions

Renew or cancel your subscription as needed. Control your subscription status:
  • Renew Subscription: Extend your current subscription
  • Cancel Subscription: End your subscription (access continues until end of billing period)
  • Change Plan: Upgrade or downgrade your subscription
  • Pause Subscription: Temporarily suspend billing while keeping access
Important: When you cancel your subscription, you’ll continue to have access to all features until the end of your current billing period. After that, your account will be downgraded to the free plan.

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Account & Preferences

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Onboarding Tutorial

Go through the onboarding tutorial again across the whole system. Reset and replay the complete onboarding experience:
  • Full System Tour: Walk through all major features
  • Feature Highlights: Learn about key capabilities
  • Best Practices: Get tips for optimal usage
  • Quick Start Guide: Refresh your knowledge of the platform
Click “Reset Onboarding” to restart the complete tutorial and get reacquainted with all SamSearch features.

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Reset Password

Change your account password for enhanced security. Update your account security:
  • Current Password: Enter your existing password
  • New Password: Create a strong, secure password
  • Confirm Password: Verify your new password
  • Security Requirements: Ensure password meets security standards
Click “Change Password” to update your account password and enhance your account security.

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Getting Help

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Settings Support

If you need help with your account settings:
  1. Check the Help Button: Use the help icon for guided tours
  2. Review Documentation: Refer to this guide for detailed information
  3. Contact Support: Reach out to our support team
  4. Watch Tutorials: Access video guides and demonstrations

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Common Questions

Q: How do I change my subscription plan? A: Use the “Manage plan” button in the Subscription & Billing section to access your billing portal and change your plan. Q: Can I pause my subscription? A: Yes, you can pause your subscription temporarily. Use the Subscription Actions section to pause billing while keeping access. Q: How do I reset my password? A: Click “Change Password” in the Account & Preferences section and follow the password reset process. Q: What happens if I cancel my subscription? A: When you cancel, you’ll continue to have access until the end of your billing period, then your account will be downgraded to the free plan. Q: Can I replay the onboarding tutorial? A: Yes, click “Reset Onboarding” in the Account & Preferences section to go through the tutorial again. Q: How do I access my billing information? A: Click “Manage plan” in the Subscription & Billing section to view invoices and manage your billing. Your account settings give you complete control over your SamSearch experience. Use these tools to manage your subscription and customize your account preferences!