# User Profile & Settings ## **User Profile & Settings**
[![Screenshot 2026-05-13 142157.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-13-142157.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-13-142157.png) The Settings area allows you to manage your personal information, account security, and how the interface appears to you. ### Managing Personal Information Under the User Profile tab, you can view and update your primary account details: - User Profile: This section displays your First Name, Last Name, and Email Address. Enter your details into the text fields to keep your account information current. - Update Profile: After making changes to your name or email, click the brown Update Profile button at the bottom of the form to save your details. --- ### Account Security You can update your login credentials at any time in the Security section: - Current Password: Enter your existing password for verification. - New Password: Create a new password in the provided field. - Confirm New Password: Re-enter the new password to ensure it matches. - Update Password: Click the brown Update Password button to finalize your new credentials. --- ### Interface Preferences [![Screenshot 2026-05-13 142226.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-13-142226.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-13-142226.png) [![Screenshot 2026-05-13 142250.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-13-142250.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-13-142250.png) You can customize the look of your workspace through the General Settings menu. Theme Selection Adjust the visual appearance of the application to match your working environment: - Dark Mode: Use the toggle switch to enable or disable the high-contrast dark theme. - Light Theme: When toggled off, the interface uses a bright background. - Dark Theme: When toggled on, the interface uses a dark background, ideal for low-light environments. ## Workspace Management [![Screenshot 2026-05-13 144601.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-13-144601.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-13-144601.png) The Workspaces settings allow you to manage the different environments you belong to and see your current access levels. ### All Workspaces This tab provides an overview of the workspace your account is currently associated with. - Workspace Details: You can see the name of the workspace (e.g., "Goldilocks Projects") and its current subscription plan (e.g., "Free"). - Actions: By clicking the three dots (actions menu) next to the workspace, you can manage your involvement in that environment: - Exit: Select this to remove yourself from the workspace. --- ### Manage Workspace Members Control who has access to your workspace in this section. - Member List: View all users, their email addresses, and their assigned roles. - User: Displays the name of the member (e.g., "Bernadette F"). - Email: Displays the email address associated with the member. - Role: Shows the permissions level of the user (e.g., "Owner"). - Invite Members: Click the brown "+ Invite member" button at the top right to add a new person to the team via email. - Removing Users: To revoke access, click the three dots (actions menu) next to a member's name and select Remove user. ## Billing & Plans [![Screenshot 2026-05-13 144813.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-13-144813.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-13-144813.png) The Billing & Plans section provides a complete overview of your current subscription, usage limits, and available upgrades to ensure your workspace has the resources it needs. ### Current Plan Overview At the top of the page, you can see the status of your primary subscription: - Plan Type: Displays your current level of access (e.g., "All access"). - Change Plan: Click this brown button to browse different subscription tiers. - Manage Subscription: Click this white button to update payment methods or view billing history. ### Subscription Limits Track your real-time resource consumption through the Subscription Limits dashboard: - Resource Progress Bars: Visual indicators show your usage for: - Team Seats: Displays the number of active members out of your total limit (e.g., 2 / 2). - Storage: Shows how much data you have used (e.g., 0 / 1 GB). - AI Credits: Tracks your monthly or evergreen AI usage (e.g., 0 / 3000 credits). - Module Statistics: Detailed cards provide a breakdown of specific workspace items: - Projects: Tracks active initiatives (e.g., 1 of 500 used). - Milestones: Tracks project phases (e.g., 0 of 2000 used). - Tasks: Tracks individual work items (e.g., 0 of 5000 used). --- ### Available Add-ons & Expansions [![Screenshot 2026-05-13 144905.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-13-144905.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-13-144905.png) Customize your workspace by adding specific resources without changing your entire plan: - Search & Filter: Use the search bar or category tags (AI & Credits, CRM, Team, Invoicing, etc.) to find specific upgrades. - Add-on Options: - Additional Usage Credits: A one-time top-up of 3,000 evergreen AI credits ($3 one-off). - CRM Expansion: Increase capacity for contacts, deals, and activities ($5/mo). - Extra Seat: Add a new team member to your workspace ($3/mo). - Invoices Expansion: Handle high-volume billing with 25,000 additional monthly invoices ($5/mo). - Projects Expansion: Manage 2,000 active projects and 25,000 tasks ($5/mo). - Storage Pack: Add 5GB of shared storage for documents and assets ($3/mo). - Strategy Hub Expansion: Unlock 20,000 tasks and extended mind mapping limits ($5/mo). - Purchasing: Click the "Get" button on any card to add the expansion to your account. ### Checkout Process [![Screenshot 2026-05-12 132721.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-12-132721.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-12-132721.png) The Checkout page is the final step for any plan change or add-on purchase: - Back to subscription: A link at the top left to return without purchasing. - Payment Method: Confirms the card on file that will be charged for the transaction. - Order Summary: Displays the Subtotal, Tax, and the final Total Amount Due. - Action: Click the brown Pay & Subscribe button to finalize the order and update your workspace limits. ## Import & Export [![Screenshot 2026-05-13 145245.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-13-145245.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-13-145245.png) The Import/Export section allows you to manage your data by downloading it for external use or uploading existing records into the Goldilocks Projects ecosystem. ### Exporting Your Data You can export your workspace records into CSV files, which are compiled into a single ZIP archive for easy download.
- Selection Options: Choose what data you wish to download by selecting All Data, or specific categories including Projects Only, Milestones Only, Tasks Only, or Activities Only. - Download: Click the brown Download Data button to generate and save your ZIP file. - Activities Reports: For specialized reporting, you can choose to generate an Activities Report in PDF (best for printing and sharing) or Excel (best for analysis and editing) formats. ---
### Importing Your Data [![Screenshot 2026-05-13 145325.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-13-145325.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-13-145325.png) [![Screenshot 2026-05-13 145625.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-13-145625.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-13-145625.png) [![Screenshot 2026-05-13 150103.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-13-150103.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-13-150103.png) The Import Assistant guides you through a multi-step process to ensure all data is mapped correctly between projects, milestones, and tasks.
- Step 1: Import Projects: Start by dragging and dropping your `projects.csv` file to create the base project records. Projects are a required component of the import process. - Step 2: Import Milestones: Once projects are imported, upload your `milestones.csv` file so each milestone can map correctly to its parent project. Milestones are also a required component of the import. - Step 3: Import Tasks (Optional): After the milestones are imported, you have the option to upload a `project_tasks.csv` to complete your data flow. - Finalizing: You can choose to click Finish Import immediately after successfully importing your milestones, or you can continue to the task import step if you have task data to include.
> **Technical Note**: All import files must be in **.csv** format with a maximum size of **5MB** per file.