My account

What it is

My account is the page in your site for the account’s owners: the users with the System Manager role. Open it from your name at the top of the desk, or from the My account tile, last on the desk’s home. It has these cards:

Card	What it shows
Your plan	Your plan and billing, the trial’s end or the next payment, a waiting plan change. Update card, Change plan and Cancel subscription open the billing page in a new tab
Usage	Users and storage, each against your plan’s limit
Team	Your users, their access and last sign-in. Invite user, Disable and Enable
Invoices	Your invoices with View and PDF
Your data	Export all my data: one zip file of everything in your site
Brand	Your brand name. Edit brand opens your branding page
Close account	Close your account and what happens then

The plan, payments and invoices come from our billing system and are kept for 5 minutes. Refresh, at the top, reads them again.

Why it matters

Everything about your account is in one place, in your own site, in your language. You do not need another login.

Steps

To invite a colleague:

1. On the Team card, select Invite user.
2. Type their Email Address and First Name and choose a Role Profile.
3. Select Send invitation. They get an email with a link to choose their password.

When your plan’s users are all in use, Invite user is off: disable a user you no longer need, or change your plan.

Common mistakes

• Looking for My account as a Sourcing Manager or Agent. Only System Managers see it.
• Expecting a change on the billing page to show at once. Select Refresh.

Tips

• Billing, under your name, opens the billing page directly.
• See Add your team for the role profiles.