Account Settings
The Account tab lets you manage your personal profile.Profile Information
- First Name and Last Name — Update your display name, then click Save to apply changes.
- Email — Your email address is shown for reference. It is tied to your sign-in method (Google, Microsoft, or GitHub) and cannot be changed directly from this page.
Password
Depending on how you signed up, you will see one of two options:- Reset Password — If you already have a password set, click this button to trigger a password reset email.
- Create Password — If you signed up via a social provider (Google, Microsoft, GitHub) and have not set a password yet, click this button to receive a link to create one.
Team Management
The Team tab is where admins manage the workspace and its members.Workspace Information
- Company Name — The name of your organization as it appears across Marketrix.
- Domain — Your company domain (e.g.,
example.com). This helps Marketrix associate new sign-ups with your workspace.
Team Members
The team members table lists everyone in your workspace with their:- Name and Email
- Role — either
useroradmin - Status — active or pending approval
Roles
| Role | Permissions |
|---|---|
| User | Access to connections, knowledge, agents, simulations, playground, and sessions |
| Admin | Everything a User can do, plus team management, workspace settings, and billing |
Approving New Members
When someone signs up with your company domain, their account may require admin approval before they can access the workspace. Admins see a Pending Approvals section at the top of the Team tab where they can:- Choose a role (
useroradmin) for the new member - Click Approve to grant access, or Deny to reject the request
Billing Settings
The Billing tab shows your current plan, usage, and plan options. For full details see the dedicated billing docs.Plans & Pricing
Compare Free, Starter, Growth, and Enterprise plans.
Managing Your Subscription
Upgrade, downgrade, switch billing cycles, or access the Stripe portal.