> For the complete documentation index, see [llms.txt](https://help.iparley.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.iparley.com/agencies/account-security-and-compliance.md).

# Account, Security & Compliance

### Team Members & Roles

Invite team members and assign permissions.

Control access to:

* Jobs
* RFPs
* Consultant management
* Credential sharing
* Messaging

Role-based access improves security and accountability.

<figure><img src="/files/4VsgTKCW6LhgLDmxTiYI" alt=""><figcaption></figcaption></figure>

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### Subscription & Billing Management

Manage:

* Subscription plans
* Billing history
* Invoices
* Add-ons
* Payment methods

Keep billing information up to date to avoid service interruptions.

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<figure><img src="/files/Z7qRthwff4P3zpXXJc8f" alt=""><figcaption></figcaption></figure>

### Credential Renewal

Some credentials may expire over time.

You'll receive reminders on email and in-portal notifications when:

* Credentials near expiration
* Re-verification is required

Renew promptly to maintain trust visibility.

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### Account Security

To protect your account:

* Use strong passwords
* Enable security features when available
* Avoid sharing login credentials
* Review user access regularly