Billing & Access Issues

Can't Launch Because Payment Is Required

Open Account & Billing and choose a plan. If you're in a shared workspace, billing belongs to the workspace owner — ask them to manage it. See Workspace Basics § Adding People Is Free.

Can't See Billing Controls

Check the active workspace first. Billing belongs to the workspace owner's personal workspace, so members of a shared workspace don't always see billing controls or invoices — that's expected. See Workspace Basics.

In The Wrong Workspace

Open the workspace switcher and pick the workspace that owns the campaign or partner records you're looking for. See Workspace Basics.

Invited Someone But They Can't Access The Workspace

Confirm you invited the right email address from workspace settings. Ask them to open the invite email and accept it while signed in with that same address — see Invite A Team Member.