Account Access, Management & Subscription

Created by Carolina Martin, Modified on Sun, 28 Dec, 2025 at 6:38 PM by Carolina Martin

Accessing and managing your Coursebox portal is quick and secure. Whether you’re logging in with your Google account, using Single Sign-On (SSO), resetting your password, or managing your account settings, the steps below will guide you through everything you need. This includes how to manage or cancel your subscription and how to delete your account safely and confidently. Follow this guide for smooth, secure control over your Coursebox experience.


Watch the Tutorial Videos found in our YouTube Video Library.



Log In to Coursebox

To get started with Coursebox, follow the steps below, keeping in mind there are two types of access depending on your setup:



Option 1: My Coursebox (Most Users)


Option 2: Business and Enterprise ( Branded Community)

If you’re a new user, click “Register” or follow the link provided in your onboarding email.


Note: Forgot your password? Click “Forgot Password” to receive a reset link. 


Manage, Cancel and Delete Account

Upgrade

To upgrade your plan, simply access your account and click the "Upgrade" button on the right side of the top bar.



A popup with the different plans will appear. Just select the plan that suits you and follow the steps. Alternatively, choose your pricing plan from the pricing page on our website, ensuring that the email address you enter is the same as the email address of your account.



‍Downgrade

‍To downgrade, click on the upgrade button when logged in our select your chosen plan via the pricing page on our website. 


Note: Ensure you use the same email address as your account if downgrading via the pricing page.


‍My Credits

‍You will see your current credits on the payments section when logged in. 

  • Access the payments page by clicking the drop down arrow in the top right corner.
  • Select Payments



  • Scroll down to the bottom of the page and you will see your credits.  If you need more, click upgrade.



‍Change my payment details

‍If you have a subscription and need to change your credit card or payment details click here: https://courseboxai.chargebeeportal.com/portal/v2/login?forward=portal_main

‍‍

Cancel your plan

Before deleting your account, you must cancel your active plan.


Cancel MyCoursebox Plan

To cancel any my.coursebox.ai plan (not branded training platform), access your account and go to the settings section using the menu in the top right corner. Here click the "Cancel Plan" button.

Steps to Cancel Your Plan:

  • Go to Settings → Manage Account.

  • Click the Cancel Plan button (red).
  • A confirmation message will appear to ensure the cancellation is intentional.
  • Follow the prompts to confirm your plan cancellation.


Note: Cancelling your plan stops future billing and access to premium features, but your account remains active until deleted.


Cancel (and Delete) your Branded Training Platform

For Enterprise and Business Accounts

To cancel a Branded Training Platform or LMS installation click here: https://courseboxai.chargebeeportal.com/portal/v2/login?forward=portal_main


Note: When cancelling a Branded Training Platform all data will be hard deleted and not recoverable



Deleting Your Account

You can only delete your account after cancelling your plan.


Steps to Delete Your Account:

  • After your plan is cancelled, return to Settings → Manage Account.
  • Click Delete Account.
  • A confirmation message will appear:
    “Do you really want to delete your account?
    To delete your account, you must first cancel your plan.
  • If your plan is already cancelled, confirm to permanently delete your account.


 Note: If you change your mind, click Never mind (green button) to cancel the deletion process.


How can I get more support?

To get more support:

  • You can chat with our helpful bot, Odessa, by clicking here.
  • You can manage your Coursebox account settings directly from your profile menu. This includes enabling Multi-Factor Authentication (MFA), cancelling your plan, or deleting your account.




Use your Domain Name with Coursebox

For Business & Enterprise Accounts only.  To upgrade your account go to: https://www.coursebox.ai/pricing


Every LMS, Business, and Enterprise account on Coursebox includes a free subdomain by default (e.g. yourname.coursebox.ai).


Many organisations prefer to use their own domain or subdomain instead (e.g. courses.yourcompany.com). This is fully supported, but it does require a short manual setup process.


To begin, please contact our support team at support@coursebox.ai or create a ticket via our help desk: https://courseboxptyltd.freshdesk.com/support/home
Our team will guide you through the steps and complete the configuration for you.


How the Setup Works

You will continue to host and manage your DNS settings through your existing domain provider (e.g. GoDaddy, Cloudflare, Namecheap, etc.).
As part of the setup, we will map your chosen domain or subdomain to your Coursebox installation.


Action Required: Update Your DNS Records

To proceed, please update your DNS settings as follows:

  1. Add an A Record

    • Host / Name: the domain or subdomain you wish to use

    • Value / Points to: 57.128.40.30

  2. Save the changes in your DNS provider.

  3. Notify our support team once the A record has been added. We will then complete the final configuration on our side.


Important: System emails will continue to come from
noreply@notifications.coursebox.ai.


Migrate Courses to Your New Coursebox LMS

For Business & Enterprise Accounts only.  To upgrade your account go to: https://www.coursebox.ai/pricing


When you upgrade from my.coursebox.ai (Creator / Approved Expert) to your own Coursebox LMS (Business, Creator LMS, or similar), a new and separate installation is created.
This means your:

  • Courses
  • Users
  • Certificates

from the previous plan will not automatically appear in your new LMS dashboard.


Recovering Previous Data

All previous data can be migrated, but it must be transferred from your old my.coursebox.ai account into your new LMS installation. This process is completed by the Coursebox Support Team.


There is currently no self-service option to migrate courses, users, or certificates between platforms. To ensure accuracy and a smooth transition, Coursebox offers free migration for core learning content.


To request migration, email: support@coursebox.ai


The free migration service includes transferring:

  • Course content (modules, lessons, assessments, media)

If you also require:

  • User accounts
  • Certificates (issued or regenerated)

to be moved or recreated, Coursebox can provide a custom quotation.


User accounts may also be exported and imported manually via CSV, however this method does not transfer existing course progression.


Once your migration is complete, all transferred content will appear in your new LMS as expected.



Prepare by Learning Your New LMS

While migration is being completed by the Coursebox team, you can familiarise yourself with how to manage your new LMS environment.


The LMS setup and management videos cover how to:

  • Configure your LMS

  • Manage courses and lessons

  • Add, update, and enrol users

  • Issue and regenerate certificates

Understanding these features will help you validate your migrated data once it appears in your system.


Watch the videos here:
https://www.youtube.com/playlist?list=PLxM93G7HhapjpW92LlHVU3bupisFeqFkA


 

What to Check After Migration

When the Coursebox Support Team confirms that your migration is complete, review the following areas:


Course Content

All modules, lessons, attachments, and assessments are present.

Media files load correctly.


 User Accounts

All users have been successfully brought across.

Roles and permissions are correct.

Users are enrolled in the correct courses.


Certificates

Issued certificates are visible.

Certificates can be re-issued or regenerated if needed.


Note: If you notice any issues, contact support for adjustments.









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