Account Administration

Account Administration

If you have the correct roles within your account, there is a menu option to under Settings > Account Settings.

account settings 1.png

Within each account you have access to (& the appropriate permissions), you can administer the following:

  • Account Information:

    account settings 2.png
    • Account Name - this is what is displayed in the account picker and is also referenced in any notification emails that may be received.

    • Account Image - this is what appears in the left hand sidebar for this account (this overrides the Org level icon / image)

  • Membership:

    • Invite new users

      invite new user.png
    • Manage existing users - including:

      • Updating their roles within the account (see: Roles & Permissions | Explore for information on Roles & their permissions)

        edit role.png
      • Removing them from the account

        remove user.png

If you are part of more than one account, you can choose from a list of those accounts, no matter which account you are currently using.

You can also choose to leave the account in the “Your Accounts” screen / main account settings screen.