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When to use this โ€” adding a colleague, changing your email or password, turning on two-factor authentication, or dealing with the subscription.

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One page, four sections

Sidebar โ†’ Settings. It's a single scrolling page, not tabs.

Account Settings โ€” Profile, Team Members, Security, Billing.

Account Settings โ€” Profile, Team Members, Security, Billing.

Section Covers Scope
Profile Email address, password Just you
Team Members Who else can access this organization This organization
Security Two-factor authentication Just you
Billing Subscription, plan, card, billing contact This organization

<aside> โš ๏ธ

Profile and Security are per-login; Team and Billing are per-organization. If you belong to several businesses, changing your password changes it everywhere โ€” but inviting someone only adds them to the organization named in the top bar.

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Steps

Invite a colleague

  1. Settings โ†’ Team Members โ†’ Invite Member.
  2. Enter their email address and send.
  3. They receive an email to set a password and join: "Invited members will receive an email to set a password and join your organization."

Existing members show with a role badge โ€” Manager or Viewer โ€” and (you) beside your own row.

Change your email

Profile โ†’ Change email. Expect to confirm at the new address; until you do, keep signing in with the old one.

Change your password

Profile โ†’ Change password. The 12-character minimum still applies.

Turn on two-factor authentication

  1. Security โ†’ enrol, using an authenticator app (Google Authenticator, 1Password, Authy โ€” any TOTP app).
  2. Scan the QR code, enter the 6-digit code to confirm.