EDU-1838-Adds self-serve account closure copy #2537

franrob-projects · 2025-04-16T08:44:29Z

This PR:

Adds copy for self-serve account closure feature.

https://ably.atlassian.net/browse/EDU-1838

coderabbitai · 2025-04-16T08:44:37Z

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m-hulbert · 2025-04-23T15:28:21Z

content/account/users.textile

+You can cancel your account at any time by downgrading to the "Free package":/docs/pricing/free. The following steps outline the the process to cancel your account:
+
+* Ensure you are the account "owner":/docs/account/users#roles.
+* Downgrade all paid "packages":/docs/pricing#packages free packages:


Suggested change

* Downgrade all paid "packages":/docs/pricing#packages free packages:

* Downgrade all paid "packages":/docs/pricing#packages to Free:

m-hulbert · 2025-04-23T15:28:38Z

content/account/users.textile

@@ -74,4 +74,27 @@ To remove a user from your account:

 h2(#delete). Delete your account


Title and anchor are still for 'delete'.

m-hulbert · 2025-04-23T15:29:20Z

content/account/users.textile

+** Navigate to *Want to delete your profile?*.
+** Click *start* to begin the closure process.
+* On the *Close Your Ably Account* page:


We should raise a PR to make the naming in the dashboard consistent and for this to match ideally.

m-hulbert · 2025-04-23T15:30:17Z

content/account/users.textile

+You can cancel your account at any time by downgrading to the "Free package":/docs/pricing/free. The following steps outline the the process to cancel your account:
+
+* Ensure you are the account "owner":/docs/account/users#roles.
+* Downgrade all paid "packages":/docs/pricing#packages free packages:


This is referring to multiple packages throughout the steps, but presumably this happens on an account-by-account basis and should be singular?

m-hulbert · 2025-04-23T15:30:59Z

content/account/users.textile

+** Confirm all accounts are on the *Free* tier and details are accurate.
+** Click *Confirm Closure* to permanently deactivate your Ably account.
+
+If you sign in with SSO, for example, Google or GitHub, you cannot use the self-service account closure process. To proceed, you must set a password and disconnect their SSO provider via My Settings.


Suggested change

If you sign in with SSO, for example, Google or GitHub, you cannot use the self-service account closure process. To proceed, you must set a password and disconnect their SSO provider via My Settings.

If you sign in with SSO, for example, Google or GitHub, you cannot use the self-service account closure process. To proceed, you must set a password and disconnect your SSO provider via My Settings.

Link to 'My Settings'?

m-hulbert · 2025-04-23T15:31:16Z

content/account/users.textile

+
+* Ensure you are the account "owner":/docs/account/users#roles.
+* Downgrade all paid "packages":/docs/pricing#packages free packages:
+** Navigate to *Account* then *Billing*.


Can we link directly to the billing page here?

m-hulbert · 2025-04-23T15:32:31Z

content/account/users.textile

+* In the *Password* section, click *Change your password*.
+* Click *Update my personal settings* to save the changes.
+* Scroll to the *Login provider* section.
+* Click *remove connection* next to the SSO provider/s you want to disconnect.


I'm assuming after you do these steps, you can then close your account as per above? If that's the case, we need a final bullet point here to note that, and also to update the paragraph that states 'you cannot use the self-service account closure'.

m-hulbert · 2025-04-23T15:33:22Z

content/pricing/faqs.textile

+* Ensure you are the account "owner":/docs/account/users#roles.
+* Downgrade all paid "packages":/docs/pricing#packages free packages:
+** Navigate to *Account* then *Billing*.
+** Click *Save billing details* to save your changes.
+* After all packages have been downgraded to *Free*, go to the *My Settings* page.
+** Navigate to *Want to delete your profile?*.
+** Click *start* to begin the closure process.
+* On the *Close Your Ably Account* page:
+** Review the account summary, including ownership, plan type, and app details.
+** Confirm all accounts are on the *Free* tier and details are accurate.
+** Click *Confirm Closure* to permanently deactivate your Ably account.
+
+If you sign in with SSO, for example, Google or GitHub, you cannot use the self-service account closure process. To proceed, you must set a password and disconnect their SSO provider via My Settings.
+
+* Log in to your Ably account using your current SSO method (Google or GitHub).
+* Navigate to *Account* then *My Settings*.
+* In the *Password* section, click *Change your password*.
+* Click *Update my personal settings* to save the changes.
+* Scroll to the *Login provider* section.
+* Click *remove connection* next to the SSO provider/s you want to disconnect.


I'd link out to the section you've written above rather than repeating all these steps in the FAQ.

m-hulbert · 2025-04-23T15:36:51Z

content/pricing/free.textile

+* Ensure you are the account "owner":/docs/account/users#roles.
+* Downgrade all paid "packages":/docs/pricing#packages free packages:
+** Navigate to *Account* then *Billing*.
+** Click *Save billing details* to save your changes.
+* After all packages have been downgraded to *Free*, go to the *My Settings* page.
+** Navigate to *Want to delete your profile?*.
+** Click *start* to begin the closure process.
+* On the *Close Your Ably Account* page:
+** Review the account summary, including ownership, plan type, and app details.
+** Confirm all accounts are on the *Free* tier and details are accurate.
+** Click *Confirm Closure* to permanently deactivate your Ably account.
+
+If you sign in with SSO, for example, Google or GitHub, you cannot use the self-service account closure process. To proceed, you must set a password and disconnect their SSO provider via My Settings.
+
+* Log in to your Ably account using your current SSO method (Google or GitHub).
+* Navigate to *Account* then *My Settings*.
+* In the *Password* section, click *Change your password*.
+* Click *Update my personal settings* to save the changes.
+* Scroll to the *Login provider* section.
+* Click *remove connection* next to the SSO provider/s you want to disconnect.
+
+<aside data-type='note'>
+<p>Closing your account will permanently delete all associated data and cannot be undone.</p>
+</aside>


I'd suggest the same as per above about not repeating all of this info on each page. My reasoning for this is that it's quite a large number of steps compared to the upgrade/downgrade process.

m-hulbert · 2025-04-23T15:37:51Z

content/pricing/free.textile

+
+h2(#close). Close your account
+
+You can close your account at any time by first "downgrading":#downgrade to the "Free package":/docs/pricing/free. The following steps outline the the process to close your account:


This is the Free package page, so should be worded a little differently and not link to itself.

matt423 · 2025-05-01T09:36:05Z

content/account/users.textile

+* After your account has been downgraded to *Free*, go to the "My Settings":https://ably.com/users/edit page.
+** Navigate to *Want to delete your profile?*.
+** Click *start* to begin the closure process.


The closure process will only be available on the next billing cycle(first of the month) as we ensure that the account has no outstanding invoices

done 👉 ff291a8

matt423 · 2025-05-01T09:37:25Z

content/account/users.textile

-Follow "this process":https://faqs.ably.com/how-do-i-cancel-my-account to delete your Ably account. Only an account owner can initiate this process.
+h2(#close). Close your account
+
+You can close your account at any time by downgrading to the "Free package":/docs/pricing/free. The following steps cancel your account:


[notes] Not sure if we should be more explicit that, this is closing the user's Ably account, such that they won't be able to login after this process. There might be some confusion that this is just closing a specific account within their Ably user account.

Also, it might be worth noting that, the user will also be removed from any associated accounts, i.e if they're an account user an another account, they will be removed.

done 👉 ff291a8

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EDU-1838-Adds self-serve account closure copy

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fixup! EDU-1838-Adds self-serve account closure copy

ff291a8

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EDU-1838-Adds self-serve account closure copy #2537

EDU-1838-Adds self-serve account closure copy #2537

franrob-projects commented Apr 16, 2025

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	* Downgrade all paid "packages":/docs/pricing#packages free packages:
	* Downgrade all paid "packages":/docs/pricing#packages to Free:

		@@ -74,4 +74,27 @@ To remove a user from your account:

		h2(#delete). Delete your account

	If you sign in with SSO, for example, Google or GitHub, you cannot use the self-service account closure process. To proceed, you must set a password and disconnect their SSO provider via My Settings.
	If you sign in with SSO, for example, Google or GitHub, you cannot use the self-service account closure process. To proceed, you must set a password and disconnect your SSO provider via My Settings.


		h2(#close). Close your account

		You can close your account at any time by first "downgrading":#downgrade to the "Free package":/docs/pricing/free. The following steps outline the the process to close your account:

EDU-1838-Adds self-serve account closure copy #2537

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coderabbitai bot commented Apr 16, 2025 •

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