Admin
7 Articles in this category
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Contributors
+ 2
Admin
How to manage your account, login, subscriptions, strategy model, and users
7 Articles in this category
+ 2
Written by
Aarthi Kumar ,
Dylan Mathiesen ,
John Bengtsson and 2 others
Administration Activities
As an administrator, you can manage users, subscriptions, and strategy model. Know more here!
Written by
Aarthi Kumar
Updated on : 28 Sep 2022
Invite or Add New Users
You can add or invite new users to your workspace or plans at any time.
Written by
Aarthi Kumar ,
Dylan Mathiesen
Updated on : 13 Jan 2023
Edit a User
This topic details on why and how to edit users in workspace.
Written by
Aarthi Kumar
Updated on : 28 Sep 2022
Accounts and Billing
Know more about free-tier, premium-tier plans, and how to upgrade to premium.
Written by
Aarthi Kumar ,
Dylan Mathiesen
Updated on : 23 Jan 2023
Manage Subscriptions
Know how to manage your subscriptions.
Written by
Aarthi Kumar ,
John Bengtsson
Updated on : 28 Sep 2022
Flexible Strategy Model
Rename components of a plan as you wish!
Written by
Aarthi Kumar ,
Nick Seger
Updated on : 10 Jan 2023
Create Templates and Custom Fields
Create entity-specific templates and custom fields that suit your requirements.
Written by
Aarthi Kumar ,
Kevin Hwang
Updated on : 18 Nov 2022