Team, Account & Billing
Manage access, preferences, plans, and usage.
8 articles
Invite a Team Member
Add a user with the appropriate role and access.
teaminvitemembers
Understand Team Roles and Permissions
Separate role, lead visibility, app access, and record assignment.
teamrolespermissions
Remove or Deactivate a Team Member
Revoke access and reassign work safely.
teamremovedeactivate
Set Notification Preferences
Choose which available alerts reach you and through which channel.
notificationspreferencesemail
Change Your Password
Update account access from the signed-in settings page.
accountpasswordsecurity
Understand Plans, Apps, and Billing
See the current subscription, payment method, add-ons, and live pricing.
billingplansubscription
Understand Usage, Allowances, and Overages
See how email, AI, phone, and other metered features are counted.
billingusageallowance
Delete an Account
Understand the impact before requesting permanent account deletion.
accountdeleteclose