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Account & security

Your profile and receipt details, password, sign-in email, team members, how signing in works, and closing your account.

Everything about your account lives under Settings in the top bar of the Client Portal. Settings opens on a row of tabs: General, Security, Email, Team, Billing and Billing history. The first four are covered here; the last two are in Billing & credits.

Settings belongs to the account owner — the person who signed up. Team members you invite see only Orders and Drafts; the Settings entry is not there for them.

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