Skip to content
Docs

Account & Team Access

Manage your Putler account, subscription billing, invoices, team members, access roles, and Strategic Business Units (SBUs).

User roles, billing, invoices, and multi-user permissions.

Add or Remove Members

Step-by-step guide to invite colleagues to your Putler workspace or revoke member access when offboarding.

Cancel Account

Instructions on how to cancel your Putler subscription, manage data retention, or request account closure.

Password & Email

How to update your Putler login email address, reset your password, and secure your account credentials.

Change Plan

How to upgrade your subscription tier for higher transaction limits or switch between monthly and annual billing.

Create a Team

Set up separate teams within Putler to manage multiple stores, clients, or distinct business departments.

Edit Access Roles

Configure granular permissions for team members, managers, and external contractors across your connected sources.

Download Invoices

Find, view, and download PDF receipts and tax invoices for your Putler subscription payments in billing settings.

SBU Reporting

Group distinct brands and stores into Strategic Business Units (SBUs) to view consolidated executive reports.

Update Billing Info

How to update your credit card details, billing address, VAT number, and payment preferences in Putler.