Account & team
Manage your team's roles and spending limits, and update your account settings.
10 articles
What can each team role do? (Manager, Member, and Reader)A side-by-side breakdown of what Managers, Members, and Readers can do on HCB: spending, transfers, settings, and inviting people.
How do I limit a member's spending?Setting a spending allowance on a member's cards, and how allowances behave.
How do I change my email address?Updating your account email, and what to do if you've lost access to the old one.
How do I change my organization's name?How to get your organization's name changed.
How do I manage my email and notification settings?Choosing which HCB emails and texts you receive, and the alerts that always go out.
How do I use the HCB Discord bot?Connecting the HCB Discord bot to check your balance, see transactions, get spending alerts, and file reimbursements from Discord.
What happens when my project ends?Closing your HCB organization, what happens to remaining funds, and transferring to a 501(c)(3) successor.
How do I use the HCB API?What the HCB API is (read-only, public transparency data) and where the docs are.
Can my organization get Google Workspace?Free Google Workspace on a domain you own, set up and managed through HCB: email, accounts, aliases, and how to get it.
How do I keep my account secure?Logging in without a password, turning on two-factor authentication, and managing your signed-in devices.