In this help doc
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Add Account Holders
Account holders have access to account settings and full control of the account.
To add members as Account Holders, follow these steps:
Click Settings
Expand the Account Settings menu
Click on Account Settings
Click in the Account Holders field and add the members
Update Account to save
Remove Account Holders
Click Settings
Expand the Account Settings menu
Click on Account Settings
Click on the X on the desired member
NOTE: If you are an Account Holder and you want to remove yourself from this list, you will not be able to do it by yourself. You will need to request this from another Account Holder.Update Account to save
Change Account Name
Click Settings
Expand the Account Settings menu
Click on Account Settings
Enter the desired name
Update Account to save
Update Account Details
Click Settings
Choose Account Settings
Invoice Sent 'Attention To' refers to the name of the person receiving the invoices
Account Name is the name of your account
Account Email refers to the email that will be receiving the invoices
Accounts Phone Number is the contact number for the specific account
Address is the address of this particular Organization
Enter City, State, Zip Code and Country
Enter Tax ID for the invoice and additional info on the invoice, if required
Update Account to save
Change Email for Invoices
By default, Invoices are sent to the Account Holder who created the account. If you want to receive the invoices on a different email address, you can do this in the account settings.
Click Settings
Choose Account Settings
Enter the name of the person that will be receiving the invoices
Enter the email address that will be receiving the invoices
Update Account to save
Set Default Graph Colors for Overlay Graphs
Default colors (for overlay graphs) - You can change the default color for overlay (comparison) graphs, if needed
Delete Account
How to close your account and cancel your subscription
We'd be sorry to see you leave, but if you must, we make it easy for you.
Click on Settings
TIP: If you want to keep your data, you can export all of your data via Account Date Export.Click Account Settings
Scroll to the bottom and choose Delete Account 😩
OVERDUE ACCOUNTS
Please note that if your account is overdue, all outstanding fees must be paid before you can close your account.
Unpaid monthly subscriptions accrue each month and are automatically charged to your card.