Your account, team and private support

Your account, team and private support

Each staff account belongs to one company. The company administrator manages team access, while the active products and supported branch rules determine which workspaces and records are available.

Follow the workflow

• Complete required password setup after your account is created or reset.
• Use Account for your own password and Settings → Team & access for authorized team administration.
• Assign the least role needed and review applicable branch and AI access.
• When access should end, deactivate the user and use available session revocation controls.
• For private support, include the record reference, action attempted and visible error; omit passwords and payment credentials.

Before you continue

A company administrator should review a missing permission. There is no promise that an invitation automatically sends an email or that public signup recovers an existing account.

Your questions, answered