Account Management

Payments & Billing

• Changing your Concierge Plan
• Cancellations & Refunds
• Updating Your Payment Details
• Changing Who Receipts Are Emailed To
• AutomateOS - Addons & Usage Charges

Getting Help

• How To Contact Customer Service
• How to access your Online Knowledgebase from the Portal

User Profile

• Setting up your Web Portal Login
• How To Stop Receiving Email Notifications About Tasks
• Changing Your User Email Address
• Troubleshooting Portal Browser Issue

Managing Additional Users

• How To Invite Additional Requestors To Send And Manage Tasks
• How To Disable A Requestor On Your Account

Managing Sites We Protect

• Adding a site to your Concierge Plan
• Adding additional sites to your plan

Managing Brand Assets

• Using A Link as a Brand Asset

Integrations

• Setting up the Slack Integration
• Setting up the Zapier Integration