Manage members, invites and billing

Use Account to invite team members, remove pending invites, manage your plan, buy report credits, review payments, create inspection templates, and sign out.

Step by step

1. Open Account.
2. To invite someone to your organisation, open the invite dialog, enter their email address, choose their role, and send the invite.
   • New invites use the person's email address and the selected role.
   • If the invite is sent successfully, you'll see Invite sent.
3. To remove a pending invite, delete it from the invites list on the same page.
4. To manage a paid subscription, go to Plan & Billing and select Manage.
   • Manage is only shown when your organisation already has a subscription that can be managed.
5. If your organisation is on PAYG, use the upgrade buttons in Plan & Billing to move to Landlord or Pro.
   • These upgrade options are shown when your current plan is PAYG.
   
6. To buy report credits, in Plan & Billing:
   • Check Report Credits to see how many you have remaining.
   • Choose a currency.
   • Choose how many credits to buy: 1, 2, 3, 5, or 10.
   • Select the Buy ... credit(s) button to go to checkout.
7. After a successful purchase or upgrade, return to Account.
   • If your plan upgrade completed successfully, you'll see Subscription activated!
   • If your credit purchase completed successfully, you'll see Credits purchased!
8. To review payment history, use the payments section in Account.
   • If there are no payment records yet, purchases and invoices have not been added to the list yet.
9. To create an inspection template, open the template form, enter a template name, add at least one room, and save it.
   • You must enter a template name.
   • You must add at least one room or the save will be blocked.
10. To remove a template you no longer need, delete it from the templates list.
11. To leave your account, select Sign out.

Good to know