Account management¶
To manage your account and who has access, contact us through the portal using the Contact Us link in the sidebar or the Account menu.
It is the quickest way to get common requests seen to. Just select an option from the dropdown and fill in the form.
Invite a user¶
Go to Contact Us and choose Invite a user from the dropdown.
Use this if you'd like a new user added to the portal. You'll need to provide their First name, Last name, Email address, Company and Job title, and select at least one workspace for them to have access to.
Add workspace¶
Go to Contact Us and choose Add workspace from the dropdown.
Use this if you'd like a new workspace set up. You'll need to provide a Workspace name and a Workspace description.
Share workspace¶
Go to Contact Us and choose Share workspace from the dropdown.
Use this to share one or more of your workspaces with someone else. You'll need to provide their Email address and select at least one workspace to share.
Request a feature¶
Go to Contact Us and choose Request a feature from the dropdown.
Use this to suggest something you'd like to see added to the portal. You'll need to answer What would you like to see in the portal? and When would you use this feature?
When you click Send, you'll see a confirmation. We'll let you know by email once we've completed your request.
If you'd rather email us directly, you can reach us at support@herdify.com.