Manage your account and workspace
5 steps · About 6 minutes
What you will finish with. Your profile up to date, your password under control, and a clear picture of what the workspace holds.
Who this is for. Every account owner.
Before you start: you must be logged in.
1Open your account page
Click Account in the left menu under WORKSPACE.
Why this matters. Account settings and sending settings are deliberately separate: one is about you, the other about your mailbox.
Expected result. You can see your profile details, password controls and log-out.
If it fails.
2Update your profile
Click Manage profile, edit your details and save.
Why this matters. Your name and company appear in outreach and in support conversations, so stale details cost you credibility.
Expected result. Your new details show on the Account page immediately.
If it fails.
3Change your password
Click Reset password and follow the link we email you.
Why this matters. Password changes go through email so that nobody who borrows an open browser tab can lock you out of your own account.
Expected result. You set a new password and can log in with it.
If it fails. No email? Check spam, and confirm you are checking the address you registered with.
4Log out safely
Click Log out on the Account page. On a shared or public computer, also close the browser window afterwards.
Why this matters. A logged-in workspace exposes your leads, your mailbox settings and your billing history.
Expected result. You return to the login screen.
If it fails.
5Know what a workspace contains
One workspace holds your leads, contacts, templates, campaigns, pipeline, mailbox settings and credits. Everything in this Help Center happens inside it.
Why this matters. Knowing the boundary tells you what a single login gives access to – which matters when you decide who may use it.
Expected result. You can describe what a workspace holds.
If it fails. Need something the workspace does not do today? Tell us – it helps us prioritise.
Tell us what you clicked and what you saw. Contact support – we reply within 1 business hour.
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