The Account Panel is built for flexibility and clarity.

To access your account settings, click the logo (or the name of your account) and then select Account Settings to open your Billing page.

When your Billing Dashboard opens, you'll see an overview of your subscription. The plan you're on will be displayed along with the number of seats you're using and how much storage you have.

From the overview page you'll also have the option to upgrade your plan, add more seats or storage

If you are added to multiple accounts, you can switch the accounts at the top by clicking Manage Account Owned By and then choose the account.

Account Settings:

The Account Settings tab will offer more granular features for what your users will have access to on your account. Similar to how Reviewer Permissions can restrict users from have certain access in a Review Link, account level permissions can now be applied on users on the account level.

This tab and its features are exclusive to our Enterprise accounts. Contact our Sales team to discuss our Enterprise options. Support documentation for Enterprise can be found here.

Download Permissions

Set download permissions for your account. Account admins can control the user roles with permission to download, or entirely turned off for no downloading option for anyone.

Secure Sharing

Set defaults and permissions related to Secure Sharing. Default links can be set to either Public or Invite Only upon opening the Review or Presentation Link modal. For Public links, admins can control permissions to restrict user roles in your account, or entirely turned off for no Public options.

Watermark ID

Determine how Watermark ID will appear and create/manage Watermark ID templates for your account. Watermark ID can be applied to all video viewing on the account level with a saved template applied. When enabled, all assets shared out are required to have Watermark ID on as well.

For both internal and external Watermark ID restrictions, there is the option to let users be able to view, download, and share clean assets (without Watermark ID overlaid).

The option to open end user modification can be applied if the watermark is ever obstructing proper viewing of the video content. The text blocks can be adjusted within a safe zone by the end user themselves without Admin assistance with this feature enabled.

Watermark ID templates for sharing can also be created and adjusted in the Account Settings tab, similar to the Watermark ID modification option found in the Review and Presentation Link modals.

Users & Teams:

From the Users & Teams section, Team Members can invite other Team Members to a team but only an Admin can remove Team Members.

Admins can also manage the collaborators added across all projects.

Admins will have the ability to remove any collaborator from the entire account from this list by using the Manage Collaborator button.

The Teams tab opens up Team creation and Team preferences on Enterprise accounts. Manage Team storage and user count, apply internal Watermark ID, set additional privacy levels, and more. If you want to add multiple teams to your account, contact our Sales team to discuss our Enterprise option. Support documentation for Enterprise can be found here.


As an Admin, you can upgrade your plan at anytime and you can add storage and seats as needed.


Upload your company and team logos and set your color scheme and information.

Square, non-transparent photos work the best.

Your team logo will appear on your Branded Presentation pages and also at the top corner of each project.

Your account logo will appear on the Project Page on the left hand side

Branded Emails:

You can personalize your email notifications with your logo and branding. Upload your logo and set choose the colors that you'd like to appear in these emails:

NOTE: Branded emails are a premium feature. If you would like to unlock this feature, please contact support 🙌

Email / Password:

Change your email address or password from this screen. You cannot change your email to an existing email address in If you wish to do this, contact support to assist.
If you're currently using the Google Authentication process but want to deactivate this to enter a password in, you can disable this. If it's currently disabled and you want to enable it, contact support to assist.
Last, you can logout of other active sessions in case you are logged in on multiple computers or devices.


Upload your own photo and enter a little bit of information about yourself. Square photos work the best.


Adjust the frequency you receive emails regarding comments, new media added or new collaborators added to each project. Sometimes the comments can definitely clog up your inbox. Change the frequency of how often you receive them between Immediately, 15 minutes, 30 minutes, Hourly or Daily. Also you can select your Timezone and the Projects you want to receive notifications or choose not to.


Easily access all of the integrations has developed.

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