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Use the services

Use the platform

Manage

  • Account

    • Common account questions

    Team & access

    • How sharing and access work
    • Invite teammates
    • Share a location or project
    • Change or reduce access
    • Manage members and invitations

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  1. Help Center
  2. Account, team & billing

Account, team & billing

Manage your account, control who can see what, and handle deposits, invoices, and payment.

6 articles

Account

  • Common account questions

    Answers to common account questions: passwords, billing, support, language, and API access.

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.