Purpose
Use the Settings page to manage team members, organisation details and your subscription options.
Team
Click the ‘Settings’ button in the main menu on the left of the screen.
The ‘Team’ tab should be selected by default at the top of the screen. You will be able to see all team members in your account along with their details.
If you click the 3 dots next to someone’s name, you will be able to switch their role, resend their email invitation or delete them.
When you click the ‘Invitation Options’ button, you can enable the 'Signup Link' option and copy a link to invite people to sign up. If you enable ‘Email Domain Signup’, then anyone with a company email address (xxx@company_name.com) will be able to sign up without being separately approved.
Click ‘Done’.
You can also invite team members using their email addresses by clicking ‘Invite By Email’. Here, you can enter emails to send a link to them to sign up.
Organisation
Click the 'Organisation' tab at the top of the screen. You can edit the details of your organisation, such as organisation name, industry, the size of your organisation and the company logo.
Subscription
By clicking the ‘Subscription’ tab at the top of the screen, you will be able to see your subscription status and cancel your subscription. If the minimum subscription period has not been reached yet, there will be a message given with the date the subscription will be able to be cancelled.