# Account management - [Workspaces & Organization](https://docs.coupler.io/account-management/workspaces-and-organization.md): Learn how to manage workspaces and organizations in Coupler.io. Organize data flows, invite team members, and control access across your company's projects. - [User roles in Coupler.io](https://docs.coupler.io/account-management/workspaces-and-organization/user-roles-in-coupler.io.md): Understand user roles and permissions in Coupler.io. Learn the differences between Owner, Admin, and Member roles and what each can access and manage. - [Create organization](https://docs.coupler.io/account-management/workspaces-and-organization/how-to-create-organization.md): Learn how to create a new organization in Coupler.io to manage teams, workspaces, and billing under one account. Step-by-step setup instructions included. - [Switch between organization](https://docs.coupler.io/account-management/workspaces-and-organization/how-to-switch-between-organization.md): Switch between multiple organizations in Coupler.io to access different workspaces, data flows, and team settings from a single user account. - [Add user to organization or workspace](https://docs.coupler.io/account-management/workspaces-and-organization/how-to-add-user-to-organization-or-workspace.md): Invite team members to your Coupler.io organization or workspace. Learn how to add users, assign roles, and manage access to shared data flows. - [Transfer organization ownership](https://docs.coupler.io/account-management/workspaces-and-organization/how-to-transfer-organization-ownership.md): Transfer ownership of your Coupler.io organization to another user. Follow this guide to reassign the Owner role and all associated billing responsibilities. - [Delete my organization](https://docs.coupler.io/account-management/workspaces-and-organization/how-to-delete-my-organization.md): Learn how to permanently delete your Coupler.io organization. Understand what happens to data flows, users, and billing when an organization is removed. - [Auto-join for users with your domain](https://docs.coupler.io/account-management/workspaces-and-organization/auto-join-for-users-with-your-domain.md): Enable auto-join in Coupler.io so that anyone with your company email domain can automatically join your organization without a manual invitation. - [Add workspace to your organization](https://docs.coupler.io/account-management/workspaces-and-organization/how-to-add-workspace-to-your-organization.md): Add a new workspace to your Coupler.io organization to separate data flows by team, project, or department while sharing a single billing plan. - [Delete a user from workspace](https://docs.coupler.io/account-management/workspaces-and-organization/how-to-delete-a-user-from-workspace.md): Remove a user from a Coupler.io workspace. Learn how to revoke access while keeping the organization membership and data flows intact. - [A user is leaving the company](https://docs.coupler.io/account-management/workspaces-and-organization/a-user-is-leaving-the-company.md): Handle offboarding in Coupler.io when a team member leaves. Transfer data flow ownership, reassign roles, and remove user access safely. - [Reset the password](https://docs.coupler.io/account-management/workspaces-and-organization/reset-the-password.md): Reset your Coupler.io password in a few simple steps. Follow this guide to restore access to your account quickly and securely. - [Billing](https://docs.coupler.io/account-management/billing.md): Manage your Coupler.io billing — view invoices, update payment methods, switch plans, and understand how subscription charges are calculated. - [Manage your subscription](https://docs.coupler.io/account-management/billing/how-to-manage-your-subscription.md): Manage your Coupler.io subscription settings. View your current plan, check renewal dates, pause or cancel your subscription from the billing dashboard. - [Subscribed via Shopify](https://docs.coupler.io/account-management/billing/how-to-manage-your-subscription/shopify.md): Learn how to cancel a Coupler.io subscription purchased via Shopify, verify that no upcoming charges remain, and understand when to contact Shopify Support for billing assistance. - [Subscribed via monday.com](https://docs.coupler.io/account-management/billing/how-to-manage-your-subscription/monday.com.md): Learn how to cancel a Coupler.io subscription purchased via the monday.com Marketplace, verify that future billing has stopped - [Change payment details or method](https://docs.coupler.io/account-management/billing/how-to-change-payment-details-or-method.md): Update your payment method in Coupler.io. Switch credit cards, change payment details, or add a new payment method to keep your subscription active. - [Upgrade/downgrade the billing plan](https://docs.coupler.io/account-management/billing/how-to-upgrade-downgrade-the-billing-plan.md): Upgrade or downgrade your Coupler.io billing plan. Understand prorated charges, feature changes, and what happens to your data flows when switching tiers. - [Update billing information](https://docs.coupler.io/account-management/billing/how-to-update-billing-information.md): Update your billing information in Coupler.io including company name, address, and tax ID. Keep your invoices accurate with up-to-date details. - [Find your invoices](https://docs.coupler.io/account-management/billing/how-to-find-your-invoices.md): Access and download your Coupler.io invoices. Learn where to find billing history, past payments, and printable receipts for your subscription. - [Plan limits](https://docs.coupler.io/account-management/plan-limits.md): Understand Coupler.io plan limits for accounts, rows, users, and destinations. Learn what happens when you hit a limit and how to resolve or upgrade. - [Accounts limit calculation](https://docs.coupler.io/account-management/plan-limits/accounts-limit-calculation.md): Learn how Coupler.io counts connected accounts against your plan limit. Understand which connections are counted and how to stay within your allowance. - [Check usage stats](https://docs.coupler.io/account-management/plan-limits/how-to-check-usage-stats.md): Monitor your Coupler.io usage statistics including row counts, connected accounts, and data flow runs. Track consumption against your plan limits in real time. - [Free-forever plan vs. Free trial](https://docs.coupler.io/account-management/plan-limits/free-forever-plan-vs.-free-trial.md): Understand the difference between Coupler.io's free-forever plan and the free trial. Compare features, limits, and what happens when your trial period ends. - [Data Connections calculation \[legacy plans\]](https://docs.coupler.io/account-management/plan-limits/data-connections-calculation-legacy-plans.md): Learn how data connections are calculated on Coupler.io legacy billing plans. Reference guide for users on older pricing tiers with connection-based limits. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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