User Settings

In this article, we will describe how to access and update User Settings for a Workspace in just a few simple steps. Whether you need to add team members, update billing information, or manage permissions, this tutorial will guide you through the process.

1. To access User Settings, navigate to the lower left corner of the screen where your organization's name and workspace is displayed and click on it.

2. Under the organization selected, click on Settings.

   

3. In the General tab, you can:

   • Upload a profile picture.

   • Edit your name.

   • Update your phone number and time zone.

   • Set or update your password.

4. In the Users tab, you can:

   • Invite new team members by clicking the plus (+) icon and entering their name and email.

   • Manage team members’ permissions after they are added.

   • Assign roles to each user (Admin, User, or Editor).

   • Remove or deactivate users if needed.

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