You can access your Account Settings by clicking on your initials in the upper-right corner of any Lusha page. Depending on your role—User, Manager, or Admin—you’ll have access to different settings, including permissions management, billing updates, tag management, privacy and export configurations, and Intent topics (if available).

Within the Settings menu, you can also monitor and manage credit usage, whether for monthly allocations or bulk credits. The options available to you will depend on your role and your organization’s subscription plan.

Below, we’ve highlighted some key tabs to help you navigate 😊.

The My Profile section displays your personal details, including your full name and email address.

Editing Your Full Name:
To edit your full name, click on the name field, make the desired changes, and then click "Save changes."

Changing Your Email Address:
There are two possible scenarios:

In the Payment & Subscription tab, you can view your Invoice History, manage your Payment Method, and check your Subscription Details, including your current plan, purchased credits, and the number of users included in your plan. You’ll also find the renewal date for your plan.

Note: This tab is accessible to Admins and Managers only.

This tab is accessible to Admins and Managers only.

In the Account Settings tab, you can manage various features and permissions for your team members.

Set the permissions for your team members. For users with the role defined as "User," the following permissions are available:

Admins and managers can set credit limits per user or per group to effectively manage credit usage across 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.

To learn more about how to set credit limits for users or groups, refer to this article: Limit credits per user/group

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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.

Configure to ensure all account users sign in securely using SSO.

To learn more, read these articles:

Automated Usage Reports allow you to keep track of your team's activity and credit usage effortlessly. These reports are sent directly to your email, providing a convenient summary of your account’s performance and credits consumption without needing to log in to the platform.

Enabling Usage report can be done by toggling on the 'Usage reports activation'

Next, Choose your preferred report frequency:

Add recipients in the text box at the bottom of the page. At the moment, you can choose up to 5 recipients, from your account or outside the account.

Click 'Save' to apply your report preferences.

Done! Your report will be sent to your email according to the settings you set. This report can also be downloaded directly from Lusha Analytics.

In this section, you can view all the tags associated with your account. From here, you can create, edit, or delete tags for your entire team.

You’ll also be able to see how many contacts are associated with each tag.

We recommend coordinating with your team before making any changes in this tab to ensure consistency and avoid conflicts.

To learn more about managing tags, refer to this article: Contacts Tagging.

If your plan includes the Intent feature, you'll see the Intent tab in your Prospecting filters, 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.

This tab is open to Admins and Managers only.

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.

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.