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.