Account Settings

As an admin, in addition to your personal preferences, you have control over all of your account-level settings. This article will show you how to access your Organization Settings.

1. Select Manage My Account.
2. Click the arrow for Organization Settings.
3. You can now select from the General, Billing and Users options.

ORGANIZATION SETTINGS → GENERAL

On the Manage My Account page:

1. Click General.
2. Make updates to your Account Name, Email and Phone Number
3. Once changes are complete, click UPDATE.
4. To cancel your account, click CANCEL.

Note: These are fields associated with the account and will not change the name, email or phone number attached to your users. See the below section, “Organization Settings→Users” for changing user information.

ORGANIZATION SETTINGS → BILLING

1. Click Billing.
2. Make updates to your Billing and Credit Card Information for your subscription.
3. Once changes are complete, click UPDATE.

Note: Any changes made to this information will update immediately and will be reflected on your next bill date.

ORGANIZATION SETTINGS → USERS

1. Click Users.
2. View the full list of users or utilize the search bar to find a specific user.
3. Click on a user from the list to make any necessary changes (i.e. name, role, email, password reset, deactivate the user and delete user).

NOTE: Click CREATE USER and add the necessary information to invite an additional user to your account.