> For the complete documentation index, see [llms.txt](https://helpdesk.smaply.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.smaply.app/account-and-team.md). # Account & Team - [Account and team overview](https://helpdesk.smaply.app/account-and-team/account-and-team.md): Users, roles, workspaces, customization, tags, AI features, and billing - [Users and roles](https://helpdesk.smaply.app/account-and-team/users-and-roles.md): Invite, change, and remove users; role and access reference - [How to create an account](https://helpdesk.smaply.app/account-and-team/users-and-roles/how-to-create-an-account.md): Sign up for your own free Smaply account, or add another account to your existing login. - [How to join by invitation](https://helpdesk.smaply.app/account-and-team/users-and-roles/how-to-join-by-invitation.md): Accept an invitation to a shared Smaply account, workspace, or journey map from the email or from your notifications. - [How to switch between accounts](https://helpdesk.smaply.app/account-and-team/users-and-roles/how-to-switch-between-accounts.md): Move between the Smaply Accounts your login belongs to without signing out and back in. - [Access levels and permissions](https://helpdesk.smaply.app/account-and-team/users-and-roles/access-levels-and-permissions.md): Understand what Admin, Editor, and Viewer can do, and how account, workspace, and map access decide who sees what. - [How to invite users](https://helpdesk.smaply.app/account-and-team/users-and-roles/how-to-invite-users.md): Add people to Smaply at the account, workspace, or journey map level and pick the role that fits. - [How to change a user's role](https://helpdesk.smaply.app/account-and-team/users-and-roles/how-to-change-a-users-role.md): Switch an existing user between Admin, Editor, and Viewer at the account or workspace level. - [How to remove a user](https://helpdesk.smaply.app/account-and-team/users-and-roles/how-to-remove-a-user.md): Revoke a person's access to your account or a workspace, and see what stays behind when they go. - [Workspaces](https://helpdesk.smaply.app/account-and-team/workspaces.md): Create and manage workspaces, copy content between them - [How to create a workspace](https://helpdesk.smaply.app/account-and-team/workspaces/how-to-create-a-workspace.md): Add a new workspace to your account so a team, project, or initiative gets its own space for journey maps, personas, and more. - [How to manage workspaces](https://helpdesk.smaply.app/account-and-team/workspaces/how-to-manage-workspaces.md): Rename a workspace to match what your team works on, or delete one you no longer need. - [How to copy assets across workspaces](https://helpdesk.smaply.app/account-and-team/workspaces/how-to-copy-assets-across-workspaces.md): Copy a journey map or template into another workspace, even one in a different account you belong to, and share personas through the Account Library. - [Customization](https://helpdesk.smaply.app/account-and-team/customization.md): Templates, icon templates, and custom branding - [How to create and use templates](https://helpdesk.smaply.app/account-and-team/customization/how-to-create-and-use-templates.md): Turn a journey map you've built into a reusable starting point, then spin up new maps from it whenever you need the same structure. - [How to use icon templates](https://helpdesk.smaply.app/account-and-team/customization/how-to-use-icon-templates.md): Build reusable icon sets your team can drop onto any journey map, with consistent direction, size, and styling. - [How to set up custom branding](https://helpdesk.smaply.app/account-and-team/customization/how-to-set-up-custom-branding.md): Add your company logo, account icon, and brand colors so your journey maps look like yours wherever you share or export them. - [Tags](https://helpdesk.smaply.app/account-and-team/tags.md): Account-level tags for organizing and filtering journey maps, cards, portfolio items, personas, and metrics. - [How to create and edit tags](https://helpdesk.smaply.app/account-and-team/tags/how-to-create-and-edit-tags.md): Build the account-wide tag categories and tags your team uses to organize and filter work across every workspace. - [How to use tags](https://helpdesk.smaply.app/account-and-team/tags/how-to-use-tags.md): Apply tags to journey maps, cards, personas, portfolio items, and metrics, then filter each list and map by tag. - [Billing and plans](https://helpdesk.smaply.app/account-and-team/billing-and-plans.md): Seat usage, upgrade or downgrade, cancel subscriptions, and see what each plan includes - [How to check seat usage](https://helpdesk.smaply.app/account-and-team/billing-and-plans/how-to-check-seat-usage.md): See how many seats your account is using, who's holding them, and how seats are counted across access levels. - [How to upgrade or downgrade](https://helpdesk.smaply.app/account-and-team/billing-and-plans/how-to-upgrade-or-downgrade.md): Upgrade from the free plan to a paid plan, change tiers, or downgrade, and see what happens to your seats and content. - [How to cancel subscription](https://helpdesk.smaply.app/account-and-team/billing-and-plans/how-to-cancel-subscription.md): Cancel your paid subscription, return to the free plan at the end of the billing cycle, and see what access you keep. - [How to delete your account](https://helpdesk.smaply.app/account-and-team/billing-and-plans/how-to-delete-your-account.md): Permanently delete your Smaply account. This cannot be undone and deleted data cannot be restored. - [What is included in each plan](https://helpdesk.smaply.app/account-and-team/billing-and-plans/what-is-included-in-each-plan.md): Compare the Free, Repository, Framework, and Governance plans side by side and see what each tier unlocks. - [How to use the Account Library](https://helpdesk.smaply.app/account-and-team/how-to-use-the-account-library.md): Share one journey map, persona, or template across every workspace in your account and keep it in sync from a single source. - [How to configure AI features](https://helpdesk.smaply.app/account-and-team/how-to-configure-ai-features.md): Control which Smaply AI features your whole account can use, from a single account-level switch to per-feature toggles. - [About notifications](https://helpdesk.smaply.app/account-and-team/about-notifications.md): See what Smaply notifies you about, where those notifications appear, and what you can and can't change. --- # Agent Instructions This documentation is published with GitBook. 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