Go to Agency Access
All Collections
Settings
Settings
Answers to questions about how to manage your settings
4 articles in this collection
Written by
Keith Gentile,
Daniel Caruso,
and
Katie Knepple
Updating Billing Information and Viewing Invoice History
Update your credit card information and view and download your invoices within your account settings.
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.
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.
Written by
Katie Knepple
Updated over a week ago
Discontinue Your Subscription
Upon termination, you will lose all access to the platform and any personal data or information stored within your account.
Written by
Daniel Caruso
Updated over a week ago