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Account & Teams

Your profile​

Dashboard → Settings → Account is where you manage your own login — name, and account-level actions:

  • Export My Data — download a JSON export of your profile, file metadata, workflow history, and billing records.
  • Delete My Account — anonymizes your personal data immediately; files are retained briefly (cancellable) before permanent deletion.

Invite your team​

Each plan includes a number of seats (paid users). To add teammates:

  1. Dashboard → Users / Invitations.
  2. Invite a teammate by email.
  3. They get an invitation link, accept it, and set up their login.

Each accepted teammate uses one seat. If you run out, upgrade to a plan with more seats (see Billing FAQ).

Roles & access​

  • Team members' access to files and folders is controlled by sharing & permissions (viewer / editor / owner, with optional expiry).
  • A capability is a single permission (view, download, execute, share, delete) — permission levels are bundles of these. See the Glossary.

Single sign-on (enterprise)​

On Business/Enterprise plans you can connect your identity provider for SSO and auto-provision users via SCIM (Okta, Azure AD, Google Workspace, JumpCloud, OneLogin). See the SCIM setup guides.

  • Billing FAQ — seats, plans, and account-after-cancel behavior.
  • File sharing — granting access to specific people.