> 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/account-and-team.md).

# Account and team overview

Account-level administration: managing users and roles, workspaces, customisation, tags, AI feature controls, and billing.

### Users and access

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><h4>Invite users</h4></td><td>Add teammates at the account, workspace, or journey map level.</td><td><a href="/pages/F1Nzd1jlynqOnRaG0WSM">/pages/F1Nzd1jlynqOnRaG0WSM</a></td><td><a href="/files/1TuZbdvr3NEsYrV6Pdqd">/files/1TuZbdvr3NEsYrV6Pdqd</a></td></tr><tr><td><h4>Access levels and permissions</h4></td><td>How roles (Admin, Editor, Viewer) and scopes work together.</td><td><a href="/pages/escpmNlj3DUgMgLSjGAl">/pages/escpmNlj3DUgMgLSjGAl</a></td><td><a href="/files/UASjHv963yEjFBzjqnxh">/files/UASjHv963yEjFBzjqnxh</a></td></tr><tr><td><h4>Change a user's role</h4></td><td>Adjust someone's role at the account or workspace level.</td><td><a href="/pages/NwZSGMrWNr2EdTwknpdW">/pages/NwZSGMrWNr2EdTwknpdW</a></td><td><a href="/files/mc7hI0PZ7F0eDCYlTfGW">/files/mc7hI0PZ7F0eDCYlTfGW</a></td></tr></tbody></table>

<br>

***

### Workspaces and library

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><h4>Create a workspace</h4></td><td>Add a workspace to separate projects, teams, or business areas.</td><td><a href="/pages/IADgoXMZXdoOD6K0lEZN">/pages/IADgoXMZXdoOD6K0lEZN</a></td><td><a href="/files/KmArN975XpWaHVIf6kfX">/files/KmArN975XpWaHVIf6kfX</a></td></tr><tr><td><h4>Copy assets across workspaces</h4></td><td>Copy maps and templates to another workspace you belong to.</td><td><a href="/pages/wTx8bqQ9c2foJOedyfim">/pages/wTx8bqQ9c2foJOedyfim</a></td><td><a href="/files/BoWzfcNPG7uKUur8SEcm">/files/BoWzfcNPG7uKUur8SEcm</a></td></tr><tr><td><h4>Account Library</h4></td><td>Share an item as one synced reference across every workspace.</td><td><a href="/pages/1xJR8wxOSmPbsGgxwtjR">/pages/1xJR8wxOSmPbsGgxwtjR</a></td><td><a href="/files/xFjj8gUcj1o0MiF6JEeA">/files/xFjj8gUcj1o0MiF6JEeA</a></td></tr></tbody></table>

<br>

***

### Customize

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><h4>Custom branding</h4></td><td>Set your logo, icon, and brand colours for exports and shared views.</td><td><a href="/pages/EKjozESfgG8Y8qnOvKPa">/pages/EKjozESfgG8Y8qnOvKPa</a></td><td><a href="/files/16dm6nqEJw3Im5UuyEal">/files/16dm6nqEJw3Im5UuyEal</a></td></tr><tr><td><h4>Use tags</h4></td><td>Apply tags across maps, cards, personas, items, and metrics, then filter by them.</td><td><a href="/pages/jphiiSaFZL5tyD29Kfyt">/pages/jphiiSaFZL5tyD29Kfyt</a></td><td><a href="/files/RBZscTrP0L8G73GKlivq">/files/RBZscTrP0L8G73GKlivq</a></td></tr><tr><td><h4>Configure AI features</h4></td><td>Turn Smaply's AI features on or off for the whole account.</td><td><a href="/pages/DiKcSh4fYbbEx5TUJBBU">/pages/DiKcSh4fYbbEx5TUJBBU</a></td><td><a href="/files/QrRMTGAxrfrbJQmHBjs3">/files/QrRMTGAxrfrbJQmHBjs3</a></td></tr></tbody></table>

<br>

***

### Billing and plans

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><h4>Check seat usage</h4></td><td>See how seats are allocated across accounts, workspaces, and maps.</td><td><a href="/pages/DSbAXM2ZSmZbbAkkZWSz">/pages/DSbAXM2ZSmZbbAkkZWSz</a></td><td><a href="/files/HHzmFWiGdjlfcxt8iBEJ">/files/HHzmFWiGdjlfcxt8iBEJ</a></td></tr><tr><td><h4>What's included in each plan</h4></td><td>Compare feature availability across plan tiers.</td><td><a href="/pages/cVo65js50L1JDRFJTSTu">/pages/cVo65js50L1JDRFJTSTu</a></td><td><a href="/files/PF26CQcviFjuf5R4e63C">/files/PF26CQcviFjuf5R4e63C</a></td></tr></tbody></table>


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