Settings Tab Overview

1. Tabs Available in Settings

You’ll see up to four main tabs at the top: Profile, Account, Members, and Billing

ℹ️ Note:

• Only Authorized users may see Account, Members and Billing (Billing only visible in some instances)

 

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2. Profile Tab

What you can do here:

• Edit your Full Name and Phone Number
  
  

• Change your Account Security (email address and password)
  
  

Typical Use:
 If you need to update your personal info or reset your password/email, do it here.

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3. Account Tab

For authorized users:

• Change Company Logo: Upload or update your organization’s logo.
  
  

• Edit Company Details: Change company name, website, address, and other key info.
  
  

• Find Your Location ID:
  
  

  • Top right corner: You’ll see an “ID” — this is your Location ID.
    
    

  • Why it matters:
    
    

    • Used in automations, workflow setups, and some integrations.
      
      

    • If documentation asks for a “Location ID,” grab it here!
      
      

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4. Members Tab

View and manage users:

• See a list of all authorized users (anyone with permissions in this workspace)
  
  

• Add or remove members (if you have permissions)

Typical Use:

• Checking who has access to your workspace.
  
  

• Confirming your team’s user list.
  
  

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5. Billing Tab