Who can edit account settings
Account settings live in Account Management. Only Owners and Managers can open Account Management at all, and the two roles see different areas inside it.
Manager - sees and can access account-level settings such as user management, scheduled reports, webhooks or API settings. Manager can also generate GDPR data back-up for the account.
Owner - sees everything a Manager sees, plus the company information area, plans and billing, and the history of billing cycles.
This means changes to company details, account type, and VAT information can only be made by an Owner. If you are a Manager and you need one of these fields updated, ask an Owner on your account to make the change.
Members do not have access to Account Management.
Learn more about account-level roles: Owner, Manager, and Member.
How to open Account Management
Account Management is opened from the user menu in the top-right corner of Datamolino.
Click your initials in the top-right corner.
Select Account Management.
Where to update each piece of information
Use the list below to find the right area in Account Management for the change you want to make.
👉 Where do I update the company name, address, or country?
Open Account Management and go to the company information area. Company name, street, building number, postal code, city, and country are all editable there. These fields are required, so they cannot be left blank when you save.
👉 Where do I update the company ID or VAT ID?
The company ID and VAT ID are edited in the same company information area as the address. These fields are optional in general, but VAT ID is validated based on your country.
👉 Where do I change the invoice recipient?
To update the invoice recipient email:
Click your name in the top right corner and select Account Management
Go to Plans and Billing
Scroll down to find and update the Invoice recipient email field
Click Save
👉 Where do I change the plan, payment method, or download invoices?
Plans, billing, and invoices are managed from Account Management as well, but in the plans and billing area. Only Owners see this section.
👉 Where do I add or remove users on the account?
User management is available inside Account Management to both Owners and Managers. From there you can invite users to one or more folders, change their account roles, or remove them from the account entirely.
Country and VAT rules
The country you select determines how VAT ID is validated.
👉 EU countries
VAT ID is validated against the EU VAT format. An invalid ID will block saving.
👉 Czech Republic and Slovakia
VAT ID validation only applies if the VAT payer option is enabled. If you're not a VAT payer, you can leave the VAT ID blank or unvalidated.
👉 Non-EU countries
Validation rules vary by country selected.
👉 Why is my form not saving?
The following fields are required: company name, street, building number, postal code, city, country, and account type. If any are missing - or if the VAT ID doesn't match the rules for your country and VAT payer status, the form won't save. Check the highlighted fields and try again.