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Account management

Invite, promote, leave, or delete. The everyday moves, spelled out.


The everyday moves of running a team, each one spelled out.

Invite a teammate

From the Admin panel, send an invite to their email. They accept and sign in with the same method your org uses. They are in, with the role you chose.

Change a role

An Admin or Owner sets each person's role to Owner, Admin, Member, or Viewer. The change takes effect at once. See Roles and permissions.

Leave an org

You can leave an organization any time. The one exception is the last Owner, who hands off ownership to someone else before leaving, so the org is never left without an Owner.

Delete an account

Deleting your account is a hard delete. It cascades, so your meetings, briefs, and derived data are removed with it. When it is gone, it is gone.

How sign-in works

Sign in with Google, with Apple, or with an email and password. Forgot your password, or just prefer not to use one? A magic link signs you in with a single-use link sent to your email. It doubles as the password reset, so there is one less thing to remember.