Manage Account Settings

Use the narrowest settings area for the change:

• Team manages Account membership and Account Roles.
• Billing manages the billing relationship and invoices.
• Referrals shows referral activity when available.
• Settings holds Account configuration, integrations, branding, access tokens, and support intake.

Before changing access, identify whether the person needs an Account Role, a Website Access Role, or both. Review outstanding invitations and remove access that is no longer required.

Treat access tokens as secrets. Give each integration its own token, store it in an approved secret manager, and rotate it when ownership or exposure changes.

Billing changes can affect future service availability. Review the confirmation and effective date before submitting them.