Billing
Owners and admins can manage plan state from Settings → Billing.
- Review the current plan and monthly service charge.
- Open available payment method actions. The payment portal returns you to Settings → Billing.
- Review transaction history when invoices, refunds, or charges are available.
- Billing stays open when a subscription needs attention, even while files and notes are blocked.
Cancellation
- Use Billing to cancel or reactivate the current plan.
- After cancellation, Billing shows the current cancellation state and available action.
- Access can remain active until the effective end of the plan, depending on the billing state.
Account security
Account-level settings live in Settings → Account.
- Update password and personal security settings.
- Set up multi-factor authentication when available.
- Use password reset if you cannot sign in.