Help Center
Getting started
19 step-by-step guides for getting started.
Check your notifications
The bell at the top of your workspace tells you what has happened while you were away. Here is how to open it, read the red count, and how items mark themselves read.
Why you are not getting notifications
If your bell stays empty while a teammate's is busy, it is usually working as intended. Here is what raises a notification, why they are personal to you, and the common reasons yours is quiet.
Update your name (and why email is locked)
Change the name that appears on your account from the profile screen, and understand why the email field is locked and cannot be edited there.
Change your password
Set a new sign-in password from your profile screen, including the current-password check and the errors it can show.
Finish setting a required new password
The amber 'set a new password' prompt after a first login or a reset, why it appears, and how to clear it.
Sign out of your workspace
Where the sign-out button lives in the menu and drawer, the confirmation step, and what ending your session does.
Understand your plan and usage limits
Read the Plan & usage screen: your seat and client counts, the near-limit warnings, and what happens when a plan is full.