Merge pull request #425 from kinde-oss/Fix/Changes-to-nav-for-portals

Fix/changes to nav for portals

Author: clairekinde11

src/content/docs/get-started/team-and-account/add-team-members.mdx

@@ -9,36 +9,40 @@ app_context:
 
 You can invite other team members and give them access to your business on Kinde.
 
-## Team member roles
+## Member roles
 
-We’ve kept team roles simple. There’s really only two for now:
+We’ve kept roles simple. There’s really only two for now:
 
 **Owner** - The person who creates the business in Kinde is automatically the Owner. They have the highest access level in the Kinde business. Only an owner can approve data export from Kinde.
 
 **Admin** - All other team members in Kinde are created as Admins. They have access to all Kinde features, except data export approval.
 
-## Add **a new team member**
+## Add a new member**
 
 Owners and Admins can add other Admins.
 
-Go to **Settings > Business > Team.** The **Team** page shows a list of all your team members.
-
-1. Select **Add team member**.
-2. In the window that appears, enter the team member’s details.
-3. Select **Save**. Your team member will receive an email with an invitation to join your business on Kinde. They can set up an account or sign in to an existing account.
+1. On the Kinde home page, select the avatar menu on the bottom left, and then select **Business settings**. 
+2. Select **Members** in the side menu.
+3. Select **Add member**.
+4. In the window that appears, enter the team member’s details.
+5. Select **Save**. Your team member will receive an email with an invitation to join your business on Kinde. They can set up an account or sign in to an existing account.
 
 ## Promote a team member to an Owner
 
 To promote someone to an Owner role in your business, you will need to contact [email protected] (from an Owner email) and request that the new team member be promoted to the role of Owner.
 
 ## **Revoke an invitation**
 
-1. Go to **Settings > Business > Team.** The **Team** page shows a list of all your invited members.
-2. Find the team member in the **Invited** list, select the three dots, then select **Revoke invitation**.
+1. On the Kinde home page, select the avatar menu on the bottom left, and then select **Business settings**. 
+2. Select **Members** in the side menu.
+3. Find the team member in the list, they will have a tage showing 'invited' next to their name. 
+4. Select the three dots, then select **Revoke invitation**.
 
 ## Delete **team member**
 
-Owners and Admins can delete other Admins. Only Kinde can delete Owners, and only on request.
+Owners and Admins can delete other Admins. Only Kinde can delete Owners, and only on request and verification.
 
-1. Go to **Settings > Business > Team.** The **Team** page shows a list of all your team members.
-2. Find the team member in the **Members** list, select the three dots, then select **Delete team member**.
+1. On the Kinde home page, select the avatar menu on the bottom left and then select **Business settings**. 
+2. Select **Members** in the side menu.
+3. Find the team member in the list, select the three dots, then select **Delete team member**.
+4. Confirm the deletion when prompted.

src/content/docs/get-started/team-and-account/kinde-referral-program.mdx

@@ -15,10 +15,10 @@ Referring a friend could earn you 20% of what they spend with us in a year, if t
 - Share it with a friend or colleague
 - They sign up using the link and that’s it!
 
-## Get your referral code
+## Get your Kinde referral link
 
-1. Sign in to Kinde, click on your profile picture, and select **Account details**.
-2. Scroll down the page until you see the referral section.
+1. On the Kinde home page, select the avatar menu at the bottom left and choose **Account**.
+2. Go to your profile and scroll to the **Kinde referral code** section.
 3. Generate your unique code (you only need to do this once).
 4. Copy the code and re-use it to refer as many friends as you want.
 

src/content/docs/manage-your-account/business-information/update-your-details.mdx

@@ -17,8 +17,8 @@ You can change some business details in Kinde, but you may need to contact suppo
 
 ## Change your sign in name
 
-1. On the Kinde home page, go to the bottom-left of screen and select your avatar.
-2. In the menu that opens, select **Account details**.
+1. On the Kinde home page, select the avatar menu at the bottom left.
+2. In the menu that opens, select **Account**.
 3. Make the changes you want and select **Save**.
 
 ## Change the email you sign in to Kinde with
@@ -32,7 +32,7 @@ You cannot edit the email you sign in to Kinde with, but you can invite a new te
 
 ## Change business details
 
-1. In Kinde, go to **Settings > Business > Details.**
-2. If you want to change your business name, this will not impact your kinde business URL that was already created.
-3. Update your primary email and phone. Note that changing the email here does not impact team sign in. If you need to update your Kinde sign-in email, see the procedure above.
-4. Make any other changes and select **Save**.
+1. On the Kinde home page, select the avatar menu at the bottom left.
+2. In the menu that opens, select **Business settings**.
+3. Select **Business Details**. You can only change your business name, this will not impact your kinde business URL that was already created.
+4. Select **Save**.

src/content/docs/manage-your-account/profile-and-plan/change-kinde-plan.mdx

@@ -20,33 +20,36 @@ When you decide to upgrade to a higher plan, charges apply, including:
 - unit costs for expanding feature capacity (e.g. for adding more environments)
 - other recurring costs
 
-You can upgrade plans at any time. You need to contact us to downgrade plans.
+You can upgrade or downgrade plans at any time.
 
 ## How plan charges work
 
-When you upgrade, you will be charged the base subscription price for the month ahead.
+When you buy a plan or upgrade, you will be immediately charged the base subscription price for the month ahead.
 
 On the following invoice (after the first monthly billing cycle), you will be charged for any metered and unit costs for the previous month, plus the monthly base subscription price for the next month.
 
 We currently accept credit cards as a means of payment, and use Stripe to process and secure transactions. Custom invoicing arrangements (e.g. by bank transfer, annual, currency) are available to enterprise customers.
 
-## How to upgrade your plan
+## How to change your plan
 
-You’ll see multiple upgrade prompts throughout the Kinde interface, with a button for upgrading and choosing a plan.
+You’ll see multiple upgrade prompts throughout the Kinde interface, with a button for upgrading and choosing a plan. Click any of these prompts and you will be shown the plan selector and guided through the sign-up process. Or you can do the following:
 
-Click any of these prompts and you will be shown the plan selector and guided through the sign-up process.
+1. On the Kinde home page, select the avatar menu at the bottom left, and then select **Business settings**.
+2. In the window that opens, select **Plan**. 
+3. At the top of the window, select **Change plan**. The plan selector opens.
+4. Select the plan you want to change to. 
+   - If you upgrade, you will be immediately charged the full subscription price. Upgrade features are available immediately.
+   - If you downgrade, you can still use Kinde until the end of your billing period. Remember to [export your data](https://docs.kinde.com/manage-your-account/your-data/exporting-data/)
 
 You’ll be asked to confirm credit card details each time you upgrade, even if it’s from a paid plan to a paid plan.
 
-## How to downgrade your plan
+## Refunds for downgrade
 
-It’s not currently possible to downgrade plans in a self-service way. Rest assured we are working on this.
+If you downgrade, we can partially refund the monthly base subscription price for unused days. You will still need to pay for anything metered that you use.
 
-For now, you need to contact our support team at [email protected] to action this for you.
+## Cancelling your Kinde plan
 
-## Refunds for downgrade and cancellation
-
-If you upgrade and decide the plan is not right, we will happily downgrade you and refund the monthly base subscription price. You will still need to pay for anything metered that you use.
+We don't have self-serve for cancelling plans, but you can downgrade to the free plan to avoid further charges, then also delete your business if you want. 
 
 We want your experience at Kinde to be great, even if you decide to leave us. You can be assured that we will err on the side of crediting back any costs that you should not be charged for.
 

src/content/docs/manage-your-account/profile-and-plan/update-kinde-payment.mdx

@@ -15,8 +15,8 @@ Use the procedures below to keep your credit card details up to date.
 
 ## Add new payment method
 
-1. Go to **Settings > Plan & payments**.
-2. Scroll to the **Payment details** section. If you have already entered payment details when you upgraded plans, the payment method will appear here.
+1. On the Kinde home page, select the avatar menu at the bottom left and then select **Business Settings**.
+2. In the window that opens, select **Payment details**. If you have already entered payment details, they will appear here.
 3. Select **Add payment method**.
 4. In the window that appears, add your credit card details and follow the prompts to save.
 
@@ -29,7 +29,7 @@ Use the procedures below to keep your credit card details up to date.
 
 If you are on a paid plan, add a new payment method before removing the old method.
 
-1. Go to **Settings > Plan & payments**.
-2. Scroll to the **Payment details** section. All your payment methods are shown in this section.
+1. On the Kinde home page, select the avatar menu at the bottom left and then select **Business Settings**.
+2. In the window that opens, select **Payment details**. All your payment methods are shown in this section.
 3. Select the three dots on the payment method you want to remove, select **Remove**.
 4. In the message that appears, confirm that you want to remove the payment method.

src/content/docs/manage-your-account/profile-and-plan/view-kinde-plan.mdx

@@ -12,26 +12,31 @@ app_context:
   - m: payments_and_plan
 ---
 
-Whether you pay us to use Kinde or not, your Kinde account is linked to a plan. A plan describes what features and limits apply to your Kinde account. There are two tiers: Free and Pro, as well as custom plans for enterprises.
+Whether you pay us to use Kinde or not, your Kinde account is linked to a plan. A plan describes what features and limits apply to your Kinde account. You'll have [selected a plan](https://kinde.com/pricing/) when you first signed up with us.
 
 ## Plan options
 
-We’ve made it so our free plans include a lot, so you can run your business for free if you want. But you will see prompts throughout the Kinde admin area, indicating which features can be extended, included, or made unlimited, by upgrading to Pro.
+We’ve made it so our free plan includes a lot, so you can run your business for free if you want. But you will see prompts throughout the Kinde admin area, indicating which features can be extended, included, or made unlimited, by upgrading.
 
 You can also view [full plan details and comparisons](https://kinde.com/pricing/) on our website.
 
 ## To view your plan
 
-Go to **Settings > Plan & payments**. The page shows details and data related to your Kinde subscription.
+1. On the Kinde home page, select the avatar menu at the bottom left and then select **Business Settings**.
+2. In the window that opens, select **Plan**. 
 
 ## Subscription details
 
 - **Current estimated total** - An estimate of the month to date amount due on your plan
-- **Plan type and base price** - the base price is $0.00 for Free plans and $25.00 USD for Pro plans
-- **Monthly active users (MAU)** - Included in your plan and the additional metered price for Pro
-- **Monthly active organizations (MAO)** - Included in your plan, and the additional unit price for Pro
-- **Enterprise connections** - Included in your plan, and additional unit price for Pro
-- **Machine to machine tokens** - Included in your plan, and additional metered price for Pro
-- **Environments** - Included in your plan, and the additional unit price for Pro
-- **Payment details** - You add these when you upgrade to Pro
-- **Billing history** - only shown for Pro users after the first billing cycle is complete.
+- **Plan type and base price** - the base price is $0.00 for Free plans and $X USD for paid plans
+- **Monthly active users (MAU)** - Included in your plan and the additional metered price
+- **Monthly active organizations (MAO)** - Included in your plan, and the additional unit price
+- **Enterprise connections** - Included in your plan, and additional unit price
+- **Machine to machine tokens** - Included in your plan, and additional metered price
+- **Environments** - Included in your plan, and the additional unit price
+- **Payment details** - You add these when you upgrade
+- **Billing history** - only shown for paid plan users after the first billing cycle is complete.
+
+## Plan upgrade and downgrade
+
+See [Change your Kinde plan](/manage-your-account/profile-and-plan/change-kinde-plan/).

src/content/docs/manage-your-account/your-data/check-your-mau.mdx

@@ -34,9 +34,10 @@ If an organization is created and deleted in the same monthly billing period, it
 
 ## To check your MAU and MAO
 
-1. Go to **Settings > Plan & payments**.
+1. On the Kinde home page, select the avatar menu at the bottom left and then select **Business Settings**.
+2. Select *Plan** in the side menu.
 2. In the main **Subscription** area of the window, view your MAU and MAO.
 
-If you’re on a free plan, you’ll be able to see when you’re approaching or exceeding free plan limits. If you’re on the Pro plan, you’ll be able to see how costs are tracking in your current bill cycle.
+If you’re on a free plan, you’ll be able to see when you’re approaching or exceeding free plan limits. If you’re on a paid plan, you’ll be able to see how costs are tracking in your current bill cycle.
 
 For full details of inclusions and pricing, see [Kinde plan details](https://kinde.com/pricing/).