Advanced
Account & Plans
Your Account is for your personal profile, billing, and plan.
Plans & billing
- Go to Account → Plans to compare and change plans
- Some plans include a trial
- Higher plans unlock more features
Profile
Update your name, email, password, and profile photo here.
Referrals
Share your referral link to invite other organizations.
Multiple organizations
You can belong to more than one organization and switch from the top bar.
Customer portal vs account
Customers paying invoices use the customer portal, not the staff account area.
Create an account