Users are responsible for creating and deleting their accounts, including managing their personal information. Administrators cannot modify users' personal details, but can manage subscriptions, billing, and add internal notes or attachments to user profiles.

Types of user account information

Category	Editable by
Personal information Name Photo Email Phone number "About"	Only user
Privacy settings Name visibility Email visibility Phone number visibility Bookings title visibility	The owner defines default privacy settings for all users, but each user can adjust their settings independently.
Payment methods	User (if it's an individual customer) Company manager (for companies) Administrator
Billing details	User (if it's an individual customer) Company manager (for companies) Administrator
Subscription	Only administrator
Internal notes	Only administrator
Attachments	Only administrator

Creating an account

A user account is automatically created when a user logs in to the web portal or mobile app for the first time.

After logging in, users are prompted to complete and customize their profile by entering personal information.

If the user was invited by an administrator, the personal information fields are prefilled with the data the administrator entered during the invitation, but users can edit them.

How users manage their account

Click on their profile picture in the bottom left corner to open the Account page.
To update their personal information, go to Profile.
To update their email or privacy settings, go to Privacy and security.

Default privacy settings are set by the owner, but user can change their own privacy settings and override them, which may make their personal information visible to others.

4. To manage their payment methods, users go to Membership > Billing > "Payment methods" section.

5. To manage their billing details, users go to Membership > Billing and update the legal business name, address, and tax ID.

Until the "Legal business name", "Address", and "Tax ID" are filled out, the system will continue using the information from "Billing details (Legacy)".

How administrators manage user accounts

The platform ensures that users maintain full control over their personal information. Users are solely responsible for their personal details, and administrators cannot modify them. However, administrators can manage user subscriptions, billing, and add internal notes or attachments to user profiles.

Open a user’s profile from the Customers page.
In the middle section:
- Edit the customer's subscription.
- Manage the customer's billing.
- In the "Internal notes" field, add internal details about the customer for your team of administrators, such as unique office requirements or preferences.
In the right-hand panel:
- In the "Contacts" section on the right-hand panel, check or copy the user's personal information, if needed.
- In the "Attachments" section, attach files, such as ID scans.
- Manage customer's payment methods.
- Click on Edit next to the "Billing details" section and manage the user's billing details.

If you invited the member with the wrong email, tap (...) menu top right in their profile > Remove and send a new invitation to the correct email.

Delete account

If a user decides to leave the member web portal or mobile app, they can delete their account from the Account > Privacy and security page, tapping Delete.

Only users themselves can completely delete their accounts. Administrators can only remove users from "Members" or "Nonmembers" on the Customers page.

When a user deletes their account, administrators receive a notification. Clicking this notification takes you directly to the user's profile, where you can make necessary changes, such as canceling this customer's subscription or removing them from the Customers. The user's profile will remain as "Deleted user" on the Customers page, allowing you to manage their profile, subscription, and billing as required.

Manage user account