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Team and account

Invite people, assign roles, secure your own account, and set up your organization's details, brand, and sign-in.

Updated Oct 30, 2026As Markdown
Read firstRoles and permissionsYou want to know what Owner, Manager, and Member may do, or why someone can’t do something.Open the page

Team

Who sees which button in the portal, and how to bring people in or take them out.

My account

Settings that apply only to you. They need no special role.

Set up the organization

The details that apply to everyone: master data and appearance, the company’s sign-in method, and the record of who changed what.