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Managing Your Account Settings

How to update and manage account settings and preferences.

Updated this week

To access your settings, click your account name in the bottom-left corner, then select Account Settings.

From here, you can manage everything from your personal profile to team access and notifications. The Settings page is split into four main tabs:

  • Account

  • Profile

  • Notifications

  • Organization (Only visible to accounts under an Organization structure)

Account Tab

This tab has two key sections: Details and Team Members.

Details

Here’s where you’ll find a full snapshot of your account setup, including:

  • Account Type

  • Account Manager

  • Credit Capacity or Allocation – shows how many credits your team has, either from your own subscription or allocated from your Organization

  • Credit Balance – your remaining credits ready to be used on new projects

Team Members

Need to manage your team? Head to this section to:

  • Invite new team members

  • Assign or update user roles

  • Remove users

  • See who’s currently on your team and their access level

Click + Add Member to invite someone new.

Use the three-dot menu next to a name to Edit, Remove, or Resend Invitation.

Profile Tab

Update your personal details any time from the Profile tab:

  • First name

  • Surname

  • Role

  • Password

To change your password, just enter your current one, then your new one. Don’t forget to hit Save changes when you’re done.

Notifications Tab

Keep your inbox tidy (and useful) by customizing what updates you receive:

  • Project Notifications – choose updates for all projects, just yours, or specific brands

  • Project Status Notifications – get alerts when a project starts, changes, or wraps up

  • Activity Notifications – be notified when someone uploads a version or drops a comment

Click Save changes to lock in your preferences.

Organization Tab (Visible only if you're part of an Organization)

If your account is linked to an Organization, this extra tab will appear—giving you more visibility and control across teams.

It includes five sections:

  • Details

  • Accounts

  • Team Members

  • Activity

  • Access Requests

Details

This section gives you a high-level overview of your entire Organization:

  • Plan Type

  • Credit Capacity – total credits available across your Organization

  • Unallocated Credits – credits not yet assigned to any team

  • Renewal Date

If you're an Admin and need to make changes to your plan, click Manage Subscription.

Accounts

Here, you’ll see every account under your Organization—along with key info like:

  • Account Name

  • Type

  • Plan

  • Available Credits

Need access to a different account? Just hover over it and click Request Access.

Team Members (Org-wide)

See all users across your Organization in one place.

Admins can:

  • View members and which accounts they’re in

  • Add users to multiple accounts at once

  • Assign or change Organization-level roles

  • Remove users if needed

Use the search bar to quickly find someone, and the three-dot menu to manage their access.

Activity

Stay up to date with what’s happening—without switching between accounts.

The Activity tab gives you a running log of updates like:

  • New projects

  • Uploaded briefs or versions

  • Comments and approvals

  • Status changes

It’s your go-to for keeping tabs on progress and collaboration.

Access Requests

When someone wants access to a new account, their request will land here.

Admins can:

  • See who’s requesting what

  • Approve or decline access in one click

  • Track pending or past requests

It’s a quick way to keep teams moving without bottlenecks.

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