Account, Billing & Access

Magic links, profile settings, login access, and account information.

Support category

Account, Billing & Access articles

Magic links, profile settings, login access, and account information.

Login & Magic Links1 article

How do I reset or change account access?Workspace admins can update account information and send a new magic or reset link when someone needs to create credentials, change access, or recover login access.For Workspace admins, Staff, Hosts, Guests

Profile Settings5 articles

How do I add or update my profile information?Use the account menu profile area to update name, email, phone, social handles, address, and profile photo where your role has permission.For Workspace admins, Staff, Hosts, GuestsHow do I crop or replace my profile photo?Use the profile photo editor to choose, crop, resize, rotate, and save a photo that fills the circular account image cleanly.For Workspace admins, Staff, Hosts, GuestsHow do I turn Trish on or off?Use the account menu to toggle Trish on or off for your portal experience. You can turn Trish back on later if you want the guide or support chat again.For Workspace admins, Staff, Hosts, GuestsHow do dark mode and display preferences work?Dark mode and display preferences should be controlled from the account menu so each user can adjust their own portal experience without changing workspace data.For Workspace admins, Staff, Hosts, Guests, App ownerWhat should clients or hosts complete in their account page?Clients and hosts should complete their profile details so event communication, planning ownership, and future CRM handoffs stay accurate.For Workspace admins, Hosts, Guests