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Account Page

Everything about you, your team and your subscription. The Account page has six pages, and you can press a number (1-6) to go to one.

Profile​

Who you are and how you like to work: your photo, name, pronouns, job title, industry and time zone, and the introduction and work preferences your team members and clients see. See Account Settings.

Team Management​

Admins see every team member here, with:

  • Role: Admin, Team or Freelancer
  • Projects, Inventory and Calendars: What they can access
  • Payment status: Team-paid if your team pays for them, Studio paid by your team if they're in a studio you pay for, Self-paid if they pay for their own plan, or Pro trial while they're on a free trial. Hover Team-paid to see how long your team pays. Where your team pays for their own subscription, click it and select Pay for Longer or Stop Future Payments. For a freelancer whose plan you don't pay for, hover it to see when their period ends, or click it and select how long to extend it by. People you've invited who haven't answered yet show Pending
  • The bin icon: Remove them from the team

Click + below the list to invite someone. When your plan has no seats left, + is greyed out, and hovering it shows Plan limit reached. See Setting Up Your Team.

Billing​

Your plan and storage space, and where you can upgrade, add storage space, pause or cancel your plan, or undo a cancellation. Manage billing opens the billing portal for your cards, payments and invoices. This page also has Let team admins see my subscription, so they can offer to pay for it, and Delete account. See Billing Management.

Notifications​

Turn each kind of notification on or off, select if you get marketing emails and the weekly digest by email, select which updates you get as push notifications on this device, and mute busy projects. See Notifications.

Connected Apps​

The services you've linked to Formta, like Google Calendar. See Importing Your Calendar.

Security & Privacy​

  • Password: At least 12 characters. You'll see hints if it isn't strong enough
  • Two-factor authentication: Set it up with an authenticator app, and save your recovery codes somewhere safe
  • Offline Access: Set up this device so you can work on your projects without a connection
  • Active sessions: The devices you're signed in on. Sign out any you don't recognise
  • Data Export: Download your personal data as a PDF
  • Offline Backup: Upload a backup you downloaded while offline, to add its changes back

Your analytics and AI settings are in the notification settings in the right sidebar. See Account Setup.