Agency Access Help Center
Go to Agency Access
All Collections
Settings

Settings

Answers to questions about how to manage your settings

Keith Gentile avatar Lindsay Partridge avatar
4 articles in this collection
Written by Keith Gentile and Lindsay Partridge

Updating Billing Information and Viewing Invoice History

Update your credit card information and view and download your invoices within your account settings.
Keith Gentile avatar
Written by Keith Gentile
Updated over a week ago

Changing your Membership or Email Plan, Modifying your Password and Profile

Upgrade or downgrade your membership, change your email plan and update your password within your account settings.
Keith Gentile avatar
Written by Keith Gentile
Updated over a week ago

Managing Custom Fields, Task Types & Tags

Edit, add, or remove Tags, Tasks, and Custom Fields within your account settings.
Lindsay Partridge avatar
Written by Lindsay Partridge
Updated over a week ago

Cancel your Membership

A breakdown of memberships types, their cancellation policies, and how to properly submit a request to cancel a membership.
Keith Gentile avatar
Written by Keith Gentile
Updated over a week ago
Agency Access Help Center
  • Resources
  • Login
  • Contact Us
We run on Intercom