Account & settings
Keep your business profile, exports, and account controls current.
Business Profile and invoice readiness
Keep the sender details used on invoices accurate and understand which fields are required.
Account, plans, and workspace access
Understand the shared workspace, creator scope, and where account and plan settings live.
Using notification templates and history
Customize supported email templates and review the notification log without losing delivery context.
Exporting business data
Download a copy of your Collably business data and handle the export safely.
Managing your Business Profile
Configure the sender identity, tax details, payment instructions, and defaults used in your invoices and emails.