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Company Account

Creating a New Account

If you don't have access to any other account yet, select Dashboard from the menu and click Create a New Account.

If you are already logged into an account, select Quick Start from the menu and then Create a New Account.

Fill out the required fields:

  • Account Name
  • Address
  • Email
  • Industry

If you have a Promo Code, enter it into the Promo Code field.

Choose how to supply payment information:

  1. Add Card Now – enter credit card details immediately.
  2. Start Without Card – begin a free trial. If the trial ends without a valid card added, your access will be blocked.

Currently, only the Premium plan is available at signup. This is our standard plan with full functionality.

Agree to the Terms & Conditions of Use and press Subscribe Now.

Making Changes to Your Account

You can update your account information and settings via Account Details on both desktop and mobile.

Tabs Available

Tab Description
📝 Details Change your basic contact information.
✉️ Email Preferences Batch email alerts to arrive at predictable times instead of immediately.
🛠️ Features Enable advanced features. See Advanced Features.
📎 Divisions Manage your company divisions.
📎 Attachments Upload company images.
👤⚙️ Custom Roles Create custom user roles to limit user permissions.

🖥️ Accessing on Desktop

  1. Choose Account > Account Details from the menu bar.
  2. Select the relevant tab to make changes.

📱 Accessing on Mobile

  1. Tap the drop-down menu at the top right (three horizontal lines).
  2. Select Account Details.
  3. Under your account name, you will see the icons listed in the table above for each tab:

Billing

To manage billing:

  1. Choose Account > Billing from the menu bar.
  2. Here you can:
  3. View invoices
  4. Preview monthly billing
  5. Change your plan
  6. Add a new credit card