Manage your agency account and global settings

Agency Settings is where you configure everything that applies across your entire WorkRate account — agency name, plan, team, white label, Stripe, and your own login credentials.

Agency profile

1
Open Agency Settings from the navigation.
2
Agency Name — this is the name shown throughout the interface before white label is configured. Update it to match your agency's legal or trading name.
3
Contact Email — the email address used for important account notifications from WorkRate. This should be your primary business email.
4
Save changes.

Changing your password

1
Open Agency Settings → Account.
2
Click Change Password.
3
Enter your current password, then your new password twice to confirm.
4
Save. Your new password takes effect immediately. You are not logged out of other devices.

💡 Tip: Use a password manager to generate and store a strong password. Your WorkRate account has access to all your client data and billing — protect it accordingly.

Plan and billing

1
Open Agency Settings → Plan. Your current plan and renewal date are shown here.
2
To upgrade, click Upgrade Plan and choose the plan you want. You'll be taken to the payment page to complete the upgrade.
3
Billing history — all past invoices from WorkRate are available here for your accounting records.
4
To cancel, contact support at the email or chat below. We don't have self-serve cancellation yet — reach out and we'll take care of it promptly.

Your data

All your data belongs to you. Time logs, invoices, client records, messages — everything is yours. We do not use your client data for any purpose other than powering your WorkRate account.
Data export — contact support to request a full data export. We'll provide your time logs, invoices, client records, and contacts in a standard format.
Account deletion — contact support to permanently delete your account and all associated data. We will confirm and process within 5 business days.

Troubleshooting

I can't log in to my account

Go to the login page and use the Forgot Password link to reset your password via email. If you no longer have access to the email address on file, contact support with proof of identity and we'll help you regain access.

I'm being charged but I cancelled

Contact support immediately with your cancellation date and account email. If we find a billing error, we'll issue a refund promptly.

My team member can't log in

Go to Agency Settings → Team and confirm the team member's account is active and the email address is correct. Reset their password in the team settings and send them the new temporary password. If issues persist, contact support.

I need to change the account email address

Contact support to change your primary account email. For security, this change requires verification from the existing email address on file.

Need help? Email us at support@getworkrate.io or use the chat bubble in the bottom-right corner of the app. We're a small team and we respond fast.