Help Center
Guides and answers for using PerilScore
Team and Settings
Managing your account, team members, and organization settings.
Account settings
You can update your name from the account settings page. Your email address is the one used to sign in and cannot be changed directly -- contact support if you need to update your login email.
Go to Account SettingsTeam roles
Each team member has a role that controls what they can do within your organization. Roles are assigned when inviting someone and can be changed afterward by the owner.
| Role | Score properties | Invite members | Manage billing |
|---|---|---|---|
| Owner | |||
| Admin | |||
| Member | |||
| Viewer | View only |
Inviting team members
Owners and admins can invite team members from the Team settings page. Invitations are sent by email and expire after 7 days if not accepted.
How to invite someone
- Go to Settings, then Team
- Enter the person's email address, name, and the role they should have
- Click Invite -- they will receive an email with a link to join your organization
Pending invitations appear in the team management page. You can cancel an invitation before it is accepted.
How scores are shared across your team
All team members within an organization can see scores created by other members in the Scores view. This makes it easy to collaborate on a shared book of business without duplicating work. Scores are tied to the organization, not to the individual user who created them.
Billing and plan
The owner of an organization manages billing. You can view your current plan, usage, and subscription details from the Settings page. Score usage resets monthly.
Go to Settings