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Open and navigate Settings

Settings is where you manage your profile and, if you are an Account Owner or Admin, your account's users, permissions, and products.

How to open Settings

  1. Click the avatar (your account name) at the bottom of the sidebar. 
  2. Select Settings.

Tip: the Add members shortcut in the same menu takes you straight to Users & Permissions.

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What you see in Settings

Settings opens with three areas:

  • My Profile is available to everyone. Edit your name and, for standard-login users, reset your password. See Edit your profile.
  • Users & Permissions is available to Account Owners and Admins. Add, edit, and remove users across two tabs: Company member and Contributors.
  • Products is available to Account Owners and Admins. View your products, licences, modules, and product periods. See View your products and licences.

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