Settings, Team & Permissions
Manage your personal profile, companies, team members, roles, plan, billing, notifications, security, signatures, and company details.
By Undo1 author3 articles
- Settings: How to manage your profile, companies, and company detailsUpdate the personal and company information that powers your workspace, documents, applications, and records.
- Team members: How to invite people and manage rolesAdd co-founders, advisers, accountants, lawyers, investors, or team members with the right level of access.
- Billing, notifications, signatures, and bank details: Where to manage company admin settingsFind the admin settings behind billing, alerts, signatures, and bank details used across Undo.