Account
Frequently asked questions about login access, user settings, account subscriptions, and security.
By Colin and 1 other2 authors2 articles
- Two-Factor Authentication (2FA) Frequently Asked QuestionsAnswers to the most common 2FA questions, including setup, phone transfers, lockouts, and team access.
- How to Control Showing the Sales Lead on ProjectsLearn how to show or hide the Sales Lead’s name, email, and phone number on your quotes and invoices—either account-wide or per project.
