Where can I find and edit my account settings?

To edit your account settings: 

  • Hover your mouse pointer over the profile icon in the upper right corner.
  • Select User Profile from the expanded drop-down menu.

On the user profile, you can edit your company detail, password, and pricing plans.

 

To add a child account or give access to a team member, hover over the profile icon and click Manage Users. 

 

On the User Management Page

  • Click on “Add New User,” then Enter First Name, Last Name, and Email Address.
  • Click on “Add User” to assign a team member.

You can add members according to your plan limit.