HelpYour account
Profile and workspace settings
Go to Settings in the sidebar. Settings has three tabs.
Profile
Change your Full name or Workspace name, then click Save changes. You'll see "Saved." when it's done. Both fields are required.
Your name and workspace name appear in the sidebar and on the Dashboard.
Your email is shown but can't be changed here.
Team & seats
Invite teammates, change roles, and remove people. See Invite your team.
Credits & unlocks
Owners and admins can see:
- the team's credits used this period,
- how many emails and phones have been unlocked,
- how many emails have been sent in the last 30 days,
- a breakdown by person, and
- the most recent unlocks.
Anything a teammate unlocks is visible to the whole team.
Still need help? Email support@heyinvest.ai.