Settings

Open Settings to manage your profile, billing details, and account access.

User Management Page

Profile

Update your personal information:

  • First name / last name
  • Job title

Company & Billing Details

Manage the billing profile used for checkout and quotes, including:

  • Billing contact details (including billing email)
  • Company name and address
  • Tax ID (VAT/EIN/TIN, etc.)

Account & Users

The portal has been designed to be as flexible as possible to meet the needs of all types of our customers, from small teams to large enterprises. We therefore allow as many accounts as you wish within a single organisation.

When you first log in, an account will be created for you unless you have been specifically invited to another account.

Managing Team Members

The owner of the account can add or disable access to members of their team using this page.

To add a new user:

  1. Click Add User
  2. Enter their email address
  3. Select their role/permissions
  4. Click Send Invite

The invited user will receive an email with instructions to access the account.

:::note Tenant Restrictions Remember that invites are tenant-scoped. The invited user must be in the same Microsoft tenant as the account, unless the account was created against a personal account (e.g., gmail.com). :::