Your account

Learn how to manage your account profile, plan, subscription, record and file settings, user profile, and users.

Your account profile

• Create an account profile

Your plan and subscription

• View your plan and usage

• Change your plan or renew your subscription

• Close your account

Your records and files

• Change settings for records, images, and PDF files

Your user profile

• Edit your user profile

• Change or reset your password

• Transfer your admin role to someone else

• Switch between multiple accounts

Your users

• User profiles and roles

• Invite a user

• Delete a user