Overview
In the upper right corner of every Lusha page, you can access Account Settings by clicking on your initials. Depending on your role—User, Manager, or Admin—you'll be able to adjust permissions, update billing information, manage tags, edit privacy and export settings, and handle Intent topics (if available).
Once you're in the Settings menu, you can control credit usage and availability for both monthly and bulk credits. The specific settings you can access will vary based on your role and your organization's subscription plan. Below, we've outlined some useful tabs 😊
How it works?
My profile
Here you can find your personal details - full name & email.
Full name can be edited by pressing on the full email box, and then pressing on 'Save changes'.
If you would like to change your email, there are 2 options:
If your new email belongs to the same company you are working at, please create a new user with your new email, using our Sign up page. Once done, please contact the support team to complete this action.
If your new email belongs to a different company than the one you are working at, you won't be able to complete this change.
As per our Terms & Conditions, the services provided by Lusha are offered to companies only and not to individual private users. When registering to Lusha using your company domain, the license legally belongs to the company you are working for. If you have left the company, you will need to cancel your subscription and create a new account under your new company domain.
The support team is available via live chat from the Lusha website, your Lusha Dashboard, or via email- support@lusha.com.
Payment & Subscription
*This tab is open to Admins and Managers only.
Under the Payment & Subscription tab, you can find Invoices History, your Payment method, and your Subscription details: your plan, purchased credits amount, and the number of users included in your plan. You will also find the renewal date of your plan.
Here you will be able to download your invoices, change your payment method, or change or cancel your current plan.
To learn how to change your billing information, follow this article: Update your billing information.
To learn how to cancel your plan, follow this article: How to cancel your Lusha subscription.
*This tab is open to Admins and Managers only.
💡 Note: Enterprise users won't be able to perform all of those actions. Please contact your CSM for more information about changes to plans or billing information.
Account Settings
*This tab is open to Admins and Managers only.
From the account settings tab, you can choose to manage several features.
Permission settings
Choose your team members' permissions. Account members whose roles are defined as "User" will get the following permissions.
Invite Members - Invite new users to join a group or the account.
Bulk Show - Reveal contact details in bulk when prospecting. The same number of contacts is available to export via the Prospecting platform.
Free - 25 contacts at a time
Pro - 50 contacts at a time
Premium - 150 contacts at a time
Scale - 1000 at a time
CSV Export (Scale users only) - Choose if you would like the users under the account to be able to export contact details to a CSV file.
CSV Enrichment (Scale users only) - Enrich any CSV with Lusha's contact data.
Hybrid save and export (If available) - Enable save and export for contacts without details.
Export without contact details (If available)- Enable export to CRM for contacts without details.
Credit Limits (Scale users only)
Admins and managers can set credit limits per user or per group. By doing this, you'll be able to manage the credit usage of the account.
Choose the credit limit cycle by selecting the relevant credit cycle. This will change the groups and user limits interval to be set on the day of the month the plan was started.
If you choose monthly limits - The limit will be reset on the same day the plan has started, on a monthly basis.
If you choose Annual limits - The limit will be reset on the same day the plan started, once a year, and will be the same as your subscription date)
To learn more about Credit limits, read this article: Limit credits per user/group
Inactivity timeout (Scale users only)
Set an inactivity period in which team members will be automatically logged off after this period of inactivity. Inactivity timeout is applied after logging on
You can select minutes, hours, or days.
By selecting Inactivity timeout, you create another layer of security and minimize the risk of a data leak.
SSO - Single sign-on (If included in your plan)
Configure to ensure all account users sign in securely using SSO.
To learn more, read these articles:
Set Up SSO Integration (Okta/Azure)
Tags Management
Here you can find all the tags that exist under your account. From this screen, you can create, edit, or delete tags or your entire team.
You'll also be able to see how many contacts are tagged with the same tag.
We recommend coordinating with your team before making any changes under this tab.
To learn more about tags, follow this article: Contacts Tagging.
Intent
If you have the Intent feature under your plan, you'll be able to see the Intent tab and perform any changes to your account Intent topics.
To find new Intent topics, you can use the 'Topic keywords' search, or the 'Category' search.
Once the list appears, you can either use the search bar or scroll down to find your relevant topics. You can see all the topics you selected under the 'Selected Topics' widget.
To remove a newly selected topic, press on the "x" new to the topic name.
Once the topics have been saved, they can be changed once a month by your CSM or Support. This allows users to better track trends in intent over time.
💡 Note: Depending on your plan, there will be a maximum number of topics allowed for your account.
To learn more about Lusha's Intent, read this article: How to use Lusha’s Intent solution.
Privacy
*This tab is open to Admins and Managers only.
Manage your privacy settings easily!
Under this tab, you can select to hide contacts from selected countries (when using the Prospecting Platform) or to choose to not show contacts registered to the DNC ('Do not call list') from the US or UK.
To learn more about DNC, follow this article: Do Not Call (DNC) List
Export Settings
When exporting a CSV file, you can choose to include certain technologies to be included when an export takes place.
If a company uses a technology you enter and save here, the technology will be included in your CSV enrichment.
For Instance, if you choose the technology of "Gmail" and one of your contacts uses it, it will be added to the CSV file under the same contact row.