Account and reference
Account settings and usage
Manage personal preferences, organization controls, usage, and billing views.
Account settings collect personal and organization-level controls that sit outside an individual conversation or site.
What this workspace includes
- Profile and appearance
- Keyboard shortcuts and personal preferences
- Organization branding and access
- Usage and billing statements
Complete workflow
- 1
Open the account menu
Choose Settings, Access, or the relevant account view.
- 2
Confirm scope
Identify whether the control is personal or organization-wide.
- 3
Update the setting
Make the change and save it.
- 4
Confirm the result
Return to the affected area and verify its behavior.
How records and settings behave
- Personal settings follow your account
- Organization settings apply to eligible members
- Usage and billing reflect the selected organization and period
Working effectively
- Check scope before changing shared settings
- Use keyboard shortcuts for frequent navigation
- Review usage in the same organization where work occurred
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Account settings and usage?
Choose Settings, Access, or the relevant account view.
When is my work saved?
Personal settings follow your account
How do I confirm the result?
Return to the related list or detail view and review its current status. Usage and billing reflect the selected organization and period