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Managing Your Account, Company, and Team

Where to update your company details, personal profile, billing, and teammates.

Written by Chris Ross

Everything about your account lives under Account — reached from your name in the bottom-left corner. It's organized into a few tabs.

Company

Your company details: name, phone, website, address, and EIN, plus the sender name and email your campaign emails go out from, your email signature and disclosures, and your compliance approvers.

The Account page, Company tab

My Profile

Your personal details: your name, phone, profile photo, and password. (Your login email is fixed — message your account team if it needs to change.)

The Account page, My Profile tab

Billing

The Billing tab opens your secure billing portal, powered by Stripe, where you can view invoices, update your payment method, and manage your subscription. Click Manage Billing and you'll be taken there, then returned to the portal when you're done.

The Account page, Billing tab

Webinar Login

The Webinar Login tab shows the Demio username and password you use to host your webinars — masked, with a click to reveal and copy, plus an Open Demio button. If it's blank, your login hasn't been added yet — just ask your account team.

Team

On the Company tab, the Team card lists everyone who can access your portal. Anyone on your team can invite a colleague or remove someone — everyone gets their own login, and you all share the same company view (there aren't separate permission levels). For step-by-step instructions, see Adding or Removing a Team Member.

Want someone to present or co-host a webinar instead? That's a different kind of access, set up in Demio rather than the portal — see Adding a Co-Host or Presenter to Your Webinar.

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