ElePass Support

Back to Support Home

Categories

General

Users & Teams – What’s the Difference?

Users Users are individuals that can be added to your company. To add a new user, visit Adding a User. If you’d like to delete a user, visit Removing Clients, Users, Groups, etc. Teams Teams are a great way to organize your users. To create a team and add users to it, refer to How…

Upgrading Your Account

To upgrade your account, begin by clicking on your profile icon and selecting Company Settings. To upgrade your account, you’ll need to make sure that you have a payment method. To add or change your payment method, select the Add/Update Payment Method dropdown box. Select the Subscription Information dropdown and click Change Subscription. Choose the…

Changing Your Company’s Information

To change your company’s information, select the profile icon in the top right corner and click on Company Settings. *Note: To update your payment methods or subscriptions, visit Upgrading Your Account. Click the Update Company Information dropdown box under the Company Information heading. Here you can update your company name and logo.

Updating Payment Information

To update your payment method, start by clicking on the profile icon in the top right corner, then selecting Company Settings. Choose the Add/Update Payment Method dropdown box, then click Change Payment Method. If you haven’t added a payment method, you can add one. Enter your payment information and click the Update Payment Method button.

Removing Clients, Users, Groups, etc.

Deleting A Client To remove a client from your company, open the client you would like to delete and click Settings on the left sidebar. On the bottom of the page, select Delete “Your Client”. Verify that the correct client is listed in the pop up window and click Delete. Deleting A User To remove…

Getting Started

To create an Elepass account for your company, start at the login page and click the Sign Up link. Enter your business email on the following page and click Let’s Start! Fill out the information on the next step, then click Almost There! Create a secure password for your account and select whether or not…

How To Create A Team

To create a team within your company, select the Users tab at the top of the page, then click the blue + Add New button in the top right corner. Choose New Team. Enter your team name and add its members. Click Save in the top right corner. Your team will now be displayed and…

Adding A User

To add a user, go to the Users tab and click the + Add New button in the top right corner. Next, select New User. If you want to add a new team, select New Team. Add your user’s email address and choose which permissions they’ll receive. Click Save in the top right corner. The…

How do I reset my password?

Learn more about resetting your password.