Account, team & billing
Manage your account, control who can see what, and handle deposits, invoices, and payment.
6 articles
Account
Team & access
How sharing and access work
Understand how access works on IPX — the three access levels (Portfolio Admin, Location Member, Project Member), the three permission bundles (View, Download, Manage), optional Billing access, how access cascades, and how projects keep data separate within a location.
Invite teammates
Walk the 3-step invite wizard: pick the access type (Portfolio Admin / Location Member / Project Member), pick the scope, pick the View/Download/Manage bundle, add up to 50 emails, send.
Share a location or project
Share access straight from a location or a single project, choose a View/Download/Manage bundle, and use restricted projects to keep sensitive data separate within one building.
Change or reduce access
Adjust someone's access after they've been invited — narrow their level (Portfolio to locations, location to projects), change the View/Download/Manage bundle, review what they lose, and handle pending invites separately.
Manage members and invitations
See everyone with access in Settings → Members, resend pending invitations, add or remove access, audit team health (admins, downloaders, inactive, expired, outside collaborators) and recent access changes.