13 guides
Account & organization
Your profile, security, billing, members, roles, and usage limits.
- Account settings — Email PreferencesThe Email Preferences tab controls which emails Nautis sends to your inbox. You turn whole categories on or off — for example, you can stop marketing emails without losing your weekly activity digest. In-app bell notifications and emails are managed separately. This tab is only about emails. For bell control, see Account settings — Notifications.4 walkthroughs · 6 FAQs · 3 min read
- Account settings — NotificationsThe Notifications tab controls which in-app notifications appear in your bell dropdown (the bell icon in the top bar). You turn whole categories on or off — for example, you can mute every "social calendar" update without touching tasks or mentions. In-app notifications and email notifications are managed separately. This tab is only about the bell. For email control, see Account settings — Email Preferences.4 walkthroughs · 6 FAQs · 3 min read
- Account settings — ProfileThe Profile tab is where you update your personal details: your photo, full name, phone number, and job title. These details show up next to your name across Nautis — in comments, chat, task assignments, and shared documents.5 walkthroughs · 5 FAQs · 4 min read
- Account settings — SecurityThe Security tab is where you change your password and turn two-factor authentication (2FA) on or off. It's the single page for hardening how you sign in.5 walkthroughs · 5 FAQs · 3 min read
- Account settings — SessionsThe Sessions tab shows recent sign-ins on your account — which browser and operating system was used, the IP address it came from, and how long ago it was active. It's a quick way to spot anything that doesn't look like you.4 walkthroughs · 6 FAQs · 3 min read
- AI credits & usageAI credits are the "fuel" your organization burns whenever you use one of Nautis's AI features — generating a business plan, scoring a pitch deck, talking to the AI coach, and so on. The AI Usage tab shows how many credits you have left this billing period, how they were spent, and lets you top up if you're running low.5 walkthroughs · 6 FAQs · 5 min read
- App usage and limitsThe App Usage tab shows, module by module, how many things you've created versus how many your plan lets you create. It's the single page to check before assuming you're "out" of something — leads, pitch decks, business plans, scheduling events, team members, you name it. It also keeps a month-by-month history so you can see how your usage is trending.7 walkthroughs · 5 FAQs · 6 min read
- Billing and plansThe Billing tab is where you see what plan your organization is on, switch to a different plan, change between monthly and annual billing, cancel, reactivate, and update your payment method. Nautis uses Stripe under the hood, so the actual card and address details live in Stripe's secure portal.9 walkthroughs · 6 FAQs · 6 min read
- Create and manage your organizationAn organization is the shared workspace where you and your team store business plans, pitch decks, contacts, and everything else in Nautis. Most people only need one. If you run several companies (or you advise other founders), you can create more and switch between them.6 walkthroughs · 3 FAQs · 5 min read
- Invoices and paymentsThe Invoices & Payments tab is your billing history. Every charge that hits your card is recorded here as an invoice and as a payment, with a downloadable PDF invoice and a Stripe-hosted receipt. Use it to grab a receipt for your accountant, to confirm a charge went through, or to check what was refunded.8 walkthroughs · 4 FAQs · 6 min read
- Members, roles, and permissionsThis is where you invite teammates into your organization, see who's already in (and who has a pending invite), and decide what each person is allowed to do. Roles in Nautis are flexible: you start with a set of ready-made roles like HR, Finance, Marketing, and Member, and you can create your own with a fine-grained checkbox grid covering every module in the app.9 walkthroughs · 5 FAQs · 7 min read
- Redeem a codeThe Redeem page lets you activate a Nautis package using a code you've received — for example, an AppSumo lifetime deal code, a partner-issued promo code, or a custom code from our team. Once accepted, the code attaches the matching plan to one of your organizations.3 walkthroughs · 7 FAQs · 5 min read
- Storage usageEvery file your team uploads to Nautis — pitch decks, expense receipts, signed documents, brand assets, chat attachments, and so on — counts against your organization's storage quota. The Storage Usage tab shows how much you've used, what's eating the most space, and lets you buy more when you need it.4 walkthroughs · 6 FAQs · 4 min read
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