The Subscription dashboard can be accessed using the dropdown arrow in the Org section (top status bar).

Tabbed Subscription Interface

The Subscription dashboard has been reorganized into a tabbed interface for easier navigation.

The new tabs include:

  • Subscription – Displays plan type, renewal information, and billing status.

  • Limits – Shows records, datasets, and AI credit usage at a glance.

  • Preferences – Houses AI model, email verification, and system behavior settings.

  • Credits – Displays remaining credits, consumption history, and direct links to purchase more.

This new layout replaces the single scrolling page, providing faster access and clearer organization for administrators.

Subscription Tab

The subscription dashboard includes information about your current subscription, including the number of records used/available and the number of users used vs available.

The Subscription tab summarizes your organization’s plan and usage. You can view:

  • Active plan type and renewal date

  • Number of records used vs available

  • Number of users used vs available

Use the buttons in the upper-right corner to manage your account:

  • Modify Subscription – Upgrade or change your plan

  • Billing & Payments – Access payment methods and download invoices

Add-ons

  • Undo Merge – Allows reversing merges within the Salesforce Recycle Bin retention period (15 days).

  • Cloud Storage – Upload files and folders from supported cloud storage providers for automated Supervisr Jobs.

  • Rollback Merge – Securely backs up data prior to merges and allows reversing merges indefinitely.

Limits Tab

The Limits tab provides details about your organization’s system usage.

You can view:

  • Records used vs total available

  • Users used vs available

  • Merge-enabled users (Lightning only)

  • Live Dedupe Datasets configured

Preferences Tab

The Preferences tab allows you to configure AI and verification settings.

Artificial Intelligence (AI Assistant)
Enables a generative AI model to help you identify duplicates in Trimmr and Importr review groups.

Bring Your Own Model (BYOM)
Connect your own AI provider in the LLM Provider dropdown.
When BYOM is active:

  • DataGroomr uses your connected AI model for deduplication and suggestions.

  • Credits are not consumed for AI operations performed by your external model.

Extended Phone Number Verification
Enables carrier and line-type detection for phone number validation.

Valid Email Suggestion
Uses machine learning to suggest valid email corrections based on misspellings or record context.

Anonymous Data Use for Machine Learning
Allows DataGroomr to improve its ML algorithms using anonymized data. Raw data is never stored or shared.

Credits Tab

The Credits tab displays your organization’s available credits and payment options.

You can:

  • View your current credit balance

  • Add credits directly

  • Enable auto-reload to ensure uninterrupted AI services