Accessing Account Settings
- Click on your profile icon in the top-right corner of the dashboard
- A dropdown menu will appear with the following options:
- Manage Account
- Team
- Logout
Manage Account
Account Tab
View and edit your personal information:- Email: Your registered email address (read-only)
- Name: Your full name (editable)
- Organization: Your organization name (editable)
- Change Password: Option to update your account password
Billing Tab
View your subscription details:- Current plan information
- Plan end date
Team Management
Access team settings to manage organization members:Team Members List
View all team members with their:- Email addresses
- Assigned roles (Admin, User, Finance)
- Account status
- Last active status
Managing Team Members
Adding New Members
- Click Invite Team Member
- In the modal that appears:
- Enter the member’s email address
- Select a role from the dropdown:
- Admin: Has full access to all features in Siren.
- User: Has full access to templates, workflows, and dashboard.
- Finance: Has access to billing and read-only access to templates, workflows, and dashboard.
- Click Send Invite