On the account and billing page, view and edit an account summary including your plan, licenses, company information and company contacts.
How to Access the Account & Billing Page
Click your name at the bottom left of any page to access the account menu.
Account & Billing View
The account area is designed to give you more information on your account at a glance. Here, you can make changes quickly.
This page is split into the following sections:
- Account Summary → The current state of your account, total cost and next billing date. Here, you can compare editions and look at/purchase add ons.
- Your Plan -> Details of your plan, invoices and payment methods
- User Licenses → The licenses you've purchased and how many are in use. Click on "manage team" to be taken to the manage users page.
- Company Info → Company name, currency, billing address, workspace URL, etc. You can change your address or change your workspace URL here.
- Account Contacts → Change your primary account owner or add billing contacts
On the right-hand side, you'll see a Quick Links section.
Click on any of the links and a popup window will appear with more information. For example, you can add a new payment method directly from the Quick Links section.
