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Help Center
Admin & Billing
Profile & Settings
Profile Setup & Onboarding
Account Security & Access
Notifications & Preferences
Admin & Billing
Team & User Management
Subdomain & Organization Settings
Billing & Subscriptions
Platform Features
Introduction & Orientation
Folders & Systems Management
System Functions & Utilities
Training & Learning
Policies & Templates
System Features
Tagging & Organization
Content & Collaboration Tools
Limits & Specifications
Troubleshooting
Technical Requirements & Compatibility
Cache, Performance & Errors
Updates & Release Notes
2025
2024
2023
2021
2020
2019
Legal & Security
Policies & Terms
Admin & Billing
Tools and guidance for team management, roles, permissions, subscriptions, and billing.
Team & User Management
Adding New Users or Members
Adding or Renaming Roles or Departments
Understanding Permissions, Roles & Access Levels
The Difference Between Owners, Secondary Owners, and Users
What If Someone Leaves? Do We Have to Reassign Ownership for Each System?
See more
Subdomain & Organization Settings
How to Update Your Subdomain
Billing & Subscriptions
Converting Your Trial Account into a Paid Account
Why We Don't Bill Clients on a Per User Basis
Updating Credit Card Details
How Do I Get an Invoice?
How Do I Upgrade My Plan?
How Do I Downgrade My Plan?
How Do I Pause My Subscription?
How Do I Cancel My Subscription?
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