Account Settings

Manage your account and team workspace

14 articles in this collection
Written by Jordan, Julie, and Dan

Download subscription invoices

Learn how to download invoices from subscription charges

Written by Jordan
Updated over a week ago

Download invoices and receipts

Access receipts and invoices from account settings

Written by Jordan
Updated over a week ago

Profile Settings

Team Permissions & Roles

Learn more about team roles

Written by Jordan
Updated over a week ago

Single Sign On (SSO)

Do you offer Single Sign On?

Written by Julie
Updated over a week ago

Folders

Organize research into Groups and Folders

Written by Dan
Updated over a week ago

Upgrading to a subscription plan

How do I upgrade to the Grow or Scale subscription plans

Written by Jordan
Updated over a week ago

Resetting my password

Written by Jordan
Updated over a week ago

Cancel your subscription

Downgrading or cancelling your GROW or SCALE subscription plans.

Written by Jordan
Updated over a week ago

Deleting my account

Delete my workspace

Written by Jordan
Updated over a week ago

For Teams

Creating Workspaces

Can I have more than one workspace? How do I add another workspace? How do I switch workspaces?

Written by Julie
Updated over a week ago

Inviting your team

How can I invite team members? How many team members can I invite? How are they added to my projects?

Written by Julie
Updated over a week ago

Moving projects between workspaces

Move projects between workspaces

Written by Jordan
Updated over a week ago

Transferring Admin Account Ownership

If someone on your team would like to transfer their "Admin" role to someone else on your team

Written by Jordan
Updated over a week ago

For Your Participants

Distributing a Custom NDA

Written by Julie
Updated over a week ago