Help & support

Account access

Sign in to your team account. Use the password recovery option on the sign-in page if needed. Check spam and confirm you are using the email address that received your invitation.

For client access, reopen your original invitation and use the invited email address. If it has expired, ask your workspace contact to send a new invitation. A client portal invitation and a team invitation grant different access.

Workspace and project access

Check the selected workspace before making changes. Ask a workspace owner to review your membership or project permissions when expected work is missing. Client access is limited to the projects your team has shared.

Open guided setup to connect clients, services, and the first engagement.

Subscription or payment issue

The workspace owner can open Billing to check the current subscription, invoices, and payment method. After checkout, refresh the status once payment confirmation has reached the app. If a charge appears without the expected plan, contact support before starting another checkout.

Contact support

The public support mailbox is awaiting confirmation. If you were invited by a team, contact your workspace owner or the person who invited you for help.

Do not send passwords, verification codes, payment card numbers, or confidential project files in your initial report.

Privacy or data request

Read the privacy information for account correction, export, and deletion requests. Your organization may need to verify your authority before releasing its records.