# Manage Your Account, Team, Security, Billing, and Data Transfers

Update personal preferences, team access, roles, notifications, workspace security, usage, billing, imports, and exports with clear verification.

Reviewed 2026-09-02

## Manage your profile and preferences

Open **Settings**, then **My Account** and **Profile**. Update your displayed name, time zone, and available preferences. Save one related group and reopen **Profile** to confirm it.

Use **Password**, **MFA**, and **Session Timeout** for sign-in protection. Follow the on-screen confirmation and store recovery material only in an approved private location.

## Add or manage a team member

Open **Team & Security**, then **Team & Users**. Confirm the workspace, person, business email, intended role, and required app access before inviting.

Verify the invitation or active state after saving. Before deactivation, reassign owned work and confirm the effect on current access. Deactivation and permanent record removal are different actions.

## Configure Roles and Permissions

Open **Roles & Permissions**, choose the intended role, and review every visible capability. Grant the least access needed for the job.

Save and reopen the role. Test with an approved synthetic scenario or the intended member, confirming both allowed and unavailable controls. Do not create broad access merely to bypass a missing action.

## Review workspace security

Review **MFA**, **Session Timeout**, **Approved Email Domains**, and other security sections available to your role. Confirm active members, current access, and settings that limit sign-in or sharing.

If access looks wrong, stop further changes, remove or restrict access through the visible control when authorized, verify the resulting state, and contact Support without copying private record content.

## Configure notifications

Open the app-specific notification section or personal preferences. Confirm the event, recipient, channel, and urgency. Save, reopen, and use a synthetic test when available.

A configured notification is not proof that a particular message was delivered. Check the related event and visible delivery state separately.

## Review Usage and Billing

Open **Team & Security**, then **Usage & Billing**. Confirm the plan, status, usage period, included amount, current usage, invoices, and who can authorize a change.

Review the confirmation before changing a plan or payment-related setting. Verify the saved Workganic state and any separate external financial result independently.

## Manage workspace imports and exports

Begin from the app that owns the data. Confirm the workspace, authorized source or destination, fields, record scope, and purpose. Preview and validate before committing an import or export.

Keep the summary, review representative results, and protect any downloaded copy. Stop if mapping, duplicates, minimum necessary scope, authority, or rollback is uncertain.

## Stop conditions

Stop if workspace, identity, role, access effect, security state, notification recipient, billing authority, data scope, or destination is uncertain.