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Help Center
Admin & Billing
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?
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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