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fix: Update user management and payment guides
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In light of the new rebate codes, we modify the credit card
information management guide. While at it, and since there are
CCMP changes related to user management, we modify the prose and
refresh several screenshots in the guides on account deletion
and user account management.
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colder-is-better committed Aug 22, 2024
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31 changes: 14 additions & 17 deletions docs/howto/account-billing/change-account-data.md
Original file line number Diff line number Diff line change
Expand Up @@ -2,50 +2,47 @@

You may at any time change the contact person, address, company name, and purchase order number associated with your {{brand}} account.

To get started, navigate to the [{{gui}}](https://{{gui_domain}}).
Log in and click the _Profile_ button at the top right.
To get started, navigate to the [{{gui}}](https://{{gui_domain}}) and log into your account.
Expand the vertical pane on the left, click on _Settings_, and then on _Manage Account_.

![Orange avatar person with white background.](assets/profile.png)
In the central pane, named _Account Settings_, click on the _Customer Info_ tab.
There, you can change and manage your customer information.

There, you will see the _Account settings_ page.
Choose the _Customer Info_ tab, in which you can change and manage your customer information.

![The 'Customer Info' tab with a green 'Update' button to complete the changes](assets/changecustomerinfo2.png)
![Customer Info tab](assets/changecustomerinfo2.png)

Finalize your changes by clicking the green _Update_ button at the bottom.

## Adding or removing email addresses

In the _Account settings_ pane, click the middle tab, labeled _Contact_.
In the _Account Settings_ pane, click the tab labeled _Contact_.
This will show your currently configured email addresses.
If there is only one email address, it will have all available roles enabled.

![A 'Contact' tab with a green 'Create new Email' button to add new a email address](assets/contact.png)

### Adding a new email address

Click on the green button labeled _Create new Email_.
Click on the green button labeled _Create new Email_ (see above).

![A table of email addresses with a green button 'Create new Email'](assets/create.png)
![A table of email addresses with a green 'Create new Email' button](assets/create.png)

A new vertical pane will slide over from the right-hand side of the {{gui}}.
Enter your new email address and click the green _Create_ button.

![An 'add email' dialog](assets/addemail.png)

The system will then send an automated email containing a verification code.
The verification email looks like the example below, with the subject line _Please confirm your new address - Cleura Account_.

![Screenshot of a verification email with a verification code](assets/verifyemail.png)
![An example of a verification email with a verification code](assets/verifyemail.png)

Please enter this code to verify your email address. Then click the green button labeled _Verify_.

![A 'Modify Email' dialog with a text box where you enter your verification code](assets/verify.png)

Choose a role association for the new email address, and click _Back_.
Choose a role association for the new email address, and click the _Back_ button.

![A 'Modify Email' dialog where you can choose one or more roles for your email address, showing the 'DPO' role enabled](assets/emailrole.png)

You have now added one more email address, and selected a role.
You have now added one more email address and selected a role.

![A 'Contact' tab showing a newly added email address for the 'DPO' role](assets/emaildone.png)

Expand All @@ -61,13 +58,13 @@ A pop-up window appears. Click on the red button labeled _Yes, Delete_.

You have now removed one email address.

![The 'Email Address' table, showing just one remaining email address](assets/left.png)
![The 'Email Address' table, showing two remaining email addresses](assets/left.png)

### Assigning an email address to a new role

Click on the _Modify_ button :material-square-edit-outline: next to the email address you want to assign to a different role.

![The 'Email Address' table with Modify buttons](assets/trash-role.png)
![The 'Email Address' table with Modify buttons](assets/change-role-button.png)

Change the role by clicking one or all of _Billing_, _Tech_, or _DPO_.

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17 changes: 10 additions & 7 deletions docs/howto/account-billing/change-credit-card.md
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Expand Up @@ -10,16 +10,19 @@ account to switch credit cards.

## Change credit card

Navigate to the Dashboard list in the left-hand menu and click on _Invoices_.
In the {{gui}}, make sure the vertical pane on the left is visible.
Click on _Settings_, and from the drop-down menu that appears select _Manage Invoice Settings_.

![White calculator and the word invoice on orange background.](assets/dashboardinvoice.png)

Now you will see your invoice specifications. Click on the _circle
with three dots_ beside the invoice you want to pay.
Your invoice specifications are in the _Settings_ tab.
To pay an invoice, click on the orange :material-dots-horizontal-circle: icon beside it.

![Three white dots in circle on orange background beside invoice specifications.](assets/circlewithdots.png)

At the bottom, choose _$ Pay this Invoice_.
You may want to check if you have a voucher code before paying; just click on the _Voucher Code_ tab on the right.

![The voucher code tab](assets/voucher-code.png)

Back in the _Settings_ tab, choose _$ Pay this Invoice_ at the bottom.

![Four lines of invoice options, at the bottom is the line with the option to pay this invoice.](assets/paythisinvoice.png)

Expand All @@ -33,5 +36,5 @@ that applies to your _new credit card_ and click _Pay_.

![Image where it is possible to add a new card with the card's specific information and make the invoice payment.](assets/addnewcard.png)

Your _new credit card_ is now valid in your
Your _new credit card_ is now valid on your
[Cleura Cloud](https://{{gui_domain}}) account.
19 changes: 9 additions & 10 deletions docs/howto/account-billing/delete-account.md
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@@ -1,22 +1,21 @@
# Deleting your account

In case you decide to close your {{brand}} account, you may do so via the [{{gui}}](https://{{gui_domain}}).
Log into your account and click on the profile button at the top right.
From the vertical pane on the left, select _Settings_ and then _Manage Account_.

![Orange avatar person with white background.](assets/profile.png)
In the central _Account Settings_ pane, click the red _Delete Account_ tab on the right.

A pane named _Account settings_ will slide over from the right-hand side of the browser window. To delete your account, click the _Settings_ tab.
![Delete account tab](assets/delete-account-button.png)

![A Settings tab with a red box around it](assets/accountsettings.png)
At the bottom of the tab, click the red button named _Delete Account_.

Scroll to the bottom of the pane, and click the red button named _Delete Account_.
![Delete account tab](assets/proceed-to-deletion.png)

![Black text on white background with info what will happen when you click on the delete button](assets/delete-account.png)

Choose a reason for leaving and type in your current password. Click the red button named _Delete Account_ one more time. That will create a request for account deletion.

![Picture where you choose a option why you leave us. A field where you type your current password with a red delete button.](assets/reasonforleaving.png)
Choose a reason for leaving and type in your current password.
Click the red button named _Delete Account_ one more time.
That will trigger a request for account deletion.

![Picture where you choose a reason for leaving us. A field where you type your current password with a red delete button.](assets/reasonforleaving.png)

## Using the {{legal_docs.termination_form.name}}

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4 changes: 2 additions & 2 deletions docs/howto/getting-started/create-account.md
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Expand Up @@ -37,8 +37,8 @@ now have to take three simple steps.
for example, a username for the account user, and make sure you
define a strong password for them. (A password manager may come in
handy.) Please note that all fields are mandatory, so take a little
time and fill them in accordingly. Should you have a rebate code, do
not forget to click on _I have a rebate code_ and type it in
time and fill them in accordingly. Should you have a voucher code, do
not forget to click on _I have a voucher code_ and type it in
below. When you are done, click on the _Save_ button.

![Confirm account information](assets/05-step-2.png)
Expand Down

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