Settings
Settings is where you manage the essentials of your account — your organization's details, the people on your team, and your subscription.
You'll find it under Settings in the left sidebar.
The Settings area, open on the Client Profile tab |
Settings has three tabs:
Tab | What you manage |
Client Profile | Your organization's name, website, currency, logo, and description. |
Users | Team members and what they can access. |
Subscription | Your plan, add-ons, invoices, and billing. |
Some areas are restricted by role — for example, managing the Subscription is typically limited to administrators. |
In this collection
• Client Profile — your organization's details
• Users & roles — invite teammates and set their access
• Subscription & billing — manage your plan, add-ons, and invoices
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