Skip to main content

Managing Your Account, Company, and Team

Where to update your company details, personal profile, billing, and teammates.

Written by Chris Ross

Everything about your account lives under Account — reached from your name in the bottom-left corner. It's organized into three tabs.

Company

Your company details: name, phone, website, address, and EIN, plus the sender name and email your campaign emails go out from, your email signature and disclosures, and your compliance approvers.

The Account page, Company tab

My Profile

Your personal details: your name, phone, profile photo, and password. (Your login email is fixed — message your account team if it needs to change.)

The Account page, My Profile tab

Billing

The Billing tab opens your secure billing portal, powered by Stripe, where you can view invoices, update your payment method, and manage your subscription. Click Manage Billing and you'll be taken there, then returned to the portal when you're done.

The Account page, Billing tab

Your team

You can also invite teammates to your portal, so colleagues can log in with their own accounts.

Did this answer your question?