PlaybookUX

Learn how to download invoices from subscription charges

Download subscription invoices

Access receipts and invoices from account settings

Download invoices and receipts

Attachments

Julie

Chelsea

Account Settings

Team Permissions & Roles

Single Sign On (SSO)

Organize research into Groups and Folders

Folders

Upgrading to a subscription plan

Resetting my password

Cancel your subscription

Deleting my account

Usage Report

Profile Settings

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

Creating Workspaces

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

Inviting your team

Moving projects between workspaces

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

Transferring Admin Account Ownership

Designate approval roles for quality research governance.

Approval Flow

For Teams

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