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Account & Admin

Accounts, teams, roles, billing basics, and daily admin.

Accounts, teams, roles, billing basics, and daily admin.

Update business profile for a workspace Keep workspace business details accurate so AI drafts, public pages, invoices, campaigns, and customer follow-up use the right context.

Account basics

Switch between workspaces Move between workspaces safely so each business, customer list, website, billing setup, and plugin configuration stays separate. Review billing and plan details Review plan, billing, credits, payment method, invoices, and workspace usage before making account or subscription decisions.

Team readiness

Prepare a workspace for a new team member Prepare role, permissions, workspace context, customer access, and review expectations before inviting a teammate.