Control your profile and team access. Explore these tutorials to learn how to update your company information, manage your login credentials, and invite colleagues to collaborate within your workspace.
Learn how to manage your account
To open the Profile page, follow these instructions:
1. Click on the circular profile icon (with your initials) in the top right corner of your screen to open the sidebar menu.
2. Select “Profile” from the list to access your Profile Settings page.
Tutorials:
Modify your personal details, such as your name and gender, to keep your user profile up to date.
Securely change your password or update the primary email address you use to access the platform.
Keep your agency’s official details current by managing your company profile.
Learn about team management
To open the Team page, follow these instructions:
1. On the left sidebar, select the + button located next to Accounts.
2. Select Team from the dropdown menu that opens.
Tutorials:
1. Invite Team Members to the Platform
Send email invitations to your colleagues so they can join your workspace and start collaborating.
2. Resend a Pending Invitation
Send a quick reminder email to a colleague who has not yet accepted their initial platform invite.
3. Change a Team Member’s Role
Adjust permission levels to manage exactly what your colleagues can see and do within the platform.
Instantly suspend a user’s access to your workspace when they no longer need to log in.
Restore full platform access and permissions for a previously deactivated colleague.
