> ## Documentation Index
> Fetch the complete documentation index at: https://stedi.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounts and billing

Learn how to manage Stedi accounts, members, billing, and payments.

## Accounts

A Stedi account is a container for all of your Stedi activity and resources. Every account has a unique ID which you can find in the [Account profile](https://portal.stedi.com/app/settings/account-details). This ID is used to identify the account in the API and in the dashboard. It is also used in dashboard URLs, where it appears in the `account` URL parameter.

Accounts can have unlimited members, and members can be [assigned different roles](#assigning-member-roles) with different permissions.

It's possible to have multiple accounts, though using one account is recommended for most customers. If you need additional accounts, you can reach out to [support](https://www.stedi.com/contact) and we'll enable them for you. Note that accounts cannot be linked – all settings and membership are specific to a given account.

You cannot delete an account via the dashboard or the API. If you need to delete an account, first delete all data and resources in the account then [contact support](https://www.stedi.com/contact).

### Settings

To access your user account settings, click your user account icon in the top right of the app. You can set the Stedi app to **Light** or **Dark** mode and enable Multi-Factor Authentication (MFA) for your user account.

To access your Stedi account settings, click the account name and select **Account settings**. You can view the account name, account ID, and require Multi-Factor Authentication (MFA) for all account users.

### Inviting members

You can add members in [member settings](https://portal.stedi.com/app/settings/members). Each time you invite a member, they will receive an email with your invitation. Invitations do not expire, but can be revoked by any account admin at any time before acceptance.

### Removing members

Any account admin can remove other members from an account. Removed users will still retain their Stedi user credentials and access to other accounts of which they're a member.

### Assigning member roles

Admins can use role-based access control (RBAC) to ensure only authorized users can access and modify resources in a Stedi account.

Admins can assign Stedi account members to one of four roles:

* **Admin:** These users can access and modify all resources within a Stedi account. This includes adding and removing members, assigning member roles, adding billing information, configuring settings, generating EDI files, and configuring resources.
* **Developer:** These users can access and configure all resources.
* **Operator:** These users can access and configure Partnerships, Guides, and Mappings. They can interact with developer resources, but cannot modify them.
  <Tip>
    Operator is the minimum required role for a user to interact with Stedi's
    Healthcare APIs and review transactions (such as completed eligibility
    checks) in the Stedi app.
  </Tip>
* **Read-only:** These users can view some account resources, but cannot modify them. For example, they can review processed transactions in Stedi's interface but cannot call the API.

To change a member's role:

1. Go to [member settings](https://portal.stedi.com/app/settings/members) in your account.
2. Click the pencil icon for a member, choose the appropriate **Role** from the list, and click **Update role**.

### Enabling Multi-Factor Authentication (MFA)

You can enable Multi-Factor Authentication (MFA) for your user account. To enable MFA, click your user account icon in the top right of the app and then click **Enable MFA**.

You can also require **all** users to enable MFA before accessing a Stedi account. To enforce MFA for all users:

1. Click the account name.
2. Select **Account settings** and toggle MFA to **ON**.

The next time a user logs into the Stedi account, Stedi prompts them to set up their MFA token: [https://portal.stedi.com/auth/setup-mfa](https://portal.stedi.com/auth/setup-mfa)

<Warning>
  Once you enable MFA for a Stedi account, it cannot be disabled.
</Warning>

## Billing and payment

Each account will be invoiced monthly. To add or edit your payment details, go to your Stedi account, click the account name, and then click **Billing**. Charges will be billed to the credit card on file.
