Account Overview

Only the Account Owner can access the account page. How do you know if you're the Account Owner?

In the right hand corner of your account, you will find an  Account & settings  link. If you do not see this link, you're not the Account Owner – but you're still important!

The Account Owner is the only person who can access the Account page, upgrade, downgrade, change billing information, access invoices, and cancel the account.

The account page

You can find anything related to billing and your Highrise plan on the  Account  page. This is where you can view past invoices, update your credit card, and cancel your account.

The link to the  Account, upgrades, billing  page is in the top right when you're logged into Highrise.

Account name and URL

People will see the name of your account when they're invited to join, when they create a new project, and on their Launchpad. It will also be listed on your invoices.

If you would like to change your account name, you will need our help. Please send us an email and we'll get it adjusted for you. (Click on the Contact Us bubble on the bottom-right side of the page to reach our support team.)

You can change your account URL following these steps.

Account usage

At the top of your Account, upgrades, billing  page, you can see how many users, contacts, cases, and deals you've created, as well as the total file storage you're using.

You can compare these totals to your current plan:

And remember you can upgrade or downgrade your account at any time.

TIP: Transfer contacts between two Highrise accounts

Changing account ownership

Transfer ownership of the account to someone else by scrolling down to the bottom of your  Account, upgrades, billing  page. There, you'll find a drop down with all the people in your account. Choose the new owner and click  Make this person the account owner . The ownership transfer takes effect immediately.

If the current owner of your account isn't available, send us an email at

Next article is Upgrade, Downgrade, or Cancel
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Not finding what you need? Click on the Contact Us bubble on the bottom-right side of the page to reach our support team.

Need more help? Send us a message. Send us a message.