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When to use this — add or remove a teammate, change your email or password, turn on two-factor authentication, update the card for your subscription, or download an invoice.

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Before you start

• [ ] For team changes: you're a Manager on the organization
• [ ] For 2FA: your phone with an authenticator app installed (Google Authenticator, 1Password, Authy or similar)

Steps — invite a teammate

1. Sidebar footer → Settings → Team Members → Invite Member.
2. Email, first name, last name. Choose Viewer (read-only) or Manager (full access).
3. Send invitation. They receive a link to set their password.

Steps — remove a teammate

1. Settings → Team Members, trash icon on their row.
2. Confirm Remove member (or Revoke invitation for a pending invite).

Steps — change a teammate's role

1. Settings → Team Members, pencil icon on their row.
2. Pick Viewer or Manager → Save role.

Steps — change email or password

• Change email → new address twice → Send confirmation → click the links in both emails (one goes to your current address, one to the new one).
• Change password → new password (12+ characters) twice → Update password.

Steps — turn on two-factor authentication

1. Settings → Security → Set up MFA.