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Quick Tour – Managing Account Settings and Users

Setting up and managing your account and account users is easy.

  • As the account owner, you use the Account & Settings menu to set up your own profile and your company’s profile, invite other members to view your plans and manage your billing information.
  • When setting up a profile, you can insert a photo, change your e-mail address and password, and include other contact information.
  • You can also select the types of notifications you receive regarding each plan you have access to, including feedback, update, comment, and review notifications.
  • When setting up your company, you can include location, website address, main phone number, and a logo.
  • As the administrator, you can also manage your account. You can upgrade or downgrade your account type, select a billing period, and choose whether to be billed on a recurring basis.
  • Also as the administrator, you can invite new users and edit the type of access each user has by individual plan and by level of access.