Help Center
Account & settings

Account and settings

Profile, password, workspace, and notification preferences.

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Workspace settings

Update your display name, email, and company in Settings. Email changes may need a confirmation link. Google accounts can set a password there to also sign in with email. Product emails and lead alerts are on the same page.

Questions customers ask

Can I invite teammates?

V1 is solo workspaces. Team seats are on the roadmap — for now share credentials only if your security policy allows, or wait for Teams.

How do I reset or set a password?

Forgot password on the login screen emails a reset link. If you signed up with Google, open Settings and set a password so you can also sign in with email.

Where do header notifications come from?

The bell shows recent leads and orders. Mark items read anytime; unread state is stored in your browser.