How do I access account administration?

Permissions. This section is available to

• Owner
• Account Administrator with the "Access to account settings" permission.

The "Account Administration" section contains the main subsections for account settings and management, including:

• Payment plan
• Settings
• Labels
• Members
• Time & Costs
• Workflows
• Custom fields
• Security
• Integrations
• Import
• API

How to open Administration

Method 1: via the avatar in the lower-left corner

1. Click on your avatar in the lower-left corner of the interface.
2. In the menu that appears, select "Administration".

After navigating, the "Payment plan" subsection page (on the "Current plan" tab) opens by default.

Method 2: via the company name menu

1. Click on the company name.
2. Select "Workspace Administration".
3. Click on the desired subsection.

Tips

• If you don't see the "Administration" option, check that your role has been granted the "Access to account settings" permission.
• If the "Payment plan" subsection is missing after opening the page, check that your role has been granted the "Access to account billing" permission.