Workspace and account

Workspace settings, apps, templates, upgrades, billing, and your account security.

This section covers what you manage for the workspace as a whole, and for your own account.

Workspace

Page What it covers
Workspace settings Name, default currency, workspace details
Turn apps on or off Hide the optional apps you do not use
Templates and example data Apply a template later; clear example data
Upgrade your workspace Take new features that are waiting
Plans and pricing Free, trial, Core, Intelligence, Enterprise
Usage and allowances Meters, limits and what is billed
Manage your subscription Subscribe, change plan, cancel

Your account

Page What it covers
Account security Where your sign-in settings live
Two-factor authentication Authenticator app and recovery codes
Passkeys Passwordless sign-in
Your mobile number Add or change the number on your account
Reset your password Forgot your password

Who can do what

  • Workspace settings, Apps: permission Organization settings at Can change settings on the Roles page (the owner always can).
  • Template and upgrade: the owner only.
  • Billing: Plan & invoices from AxisIQ, Can view to look, Can change the plan to subscribe or cancel.
  • Account security: your own account only; nobody else can change it.

In this section

  • Account security — Where to manage how you sign in and what protects your account.
  • Manage your subscription — Subscribe to a plan, switch plan or billing cycle, and cancel.
  • Passkeys — Sign in with your fingerprint, face or device PIN instead of a password.
  • Plans and pricing — The plans AxisIQ offers, what each includes, the free trial and the extra-seat prices.
  • Reset your password — Get an emailed link to choose a new password.
  • Templates and example data — Apply an industry template to an empty workspace, or delete the template's example records.
  • Turn apps on or off — Hide the optional apps your business does not use, and bring them back without losing data.
  • Two-factor authentication — Turn on a code from an authenticator app as a second step at sign-in, and turn it off again.
  • Upgrade your workspace — Take new features that are waiting for your workspace.
  • Usage and allowances — How the monthly usage meters work, what happens at a limit, and what extra usage costs.
  • Workspace settings — Rename your workspace and set its default currency.
  • Your mobile number — Add or change the verified number used for text-message sign-in and Ask Axis on WhatsApp.