Account Management

How to manage your account and profile features.

    Method 1

  1. Click Subscription in the navigation menu.
  2. Under Your Current Subscriptions,
    click Access Your Subscription.

    Method 2

  1. Click Profile in the navigation menu.
  2. Click Access [State] Subscription.

  1. Click Subscription in the navigation menu.
  2. Administrators use the Organization Users table to administer organization licenses, manage users, and transfer data.
  3. To add licenses, select Manage Licenses and follow the prompts.
    The Administrator automatically occupies the first license, with additional licenses available for assignment to other users.
  4. To grant access to new users, select Invite New Users and follow the prompts.
    Because the Administrator automatically occupies the first license, a minimum of two licenses is required to assign a license to another user.
  5. Invited users receive an email invitation and are directed to create a Standard account using the same email address.
  6. Once a user accepts an invitation, Administrators can enable and disable their access to PIP Fee.
    Disabled users are unable to log in.
  7. Click Access Your Subscription to use your PIP Fee subscription.

    Note: If you cancel your subscription, you will lose access to your data. If you renew your subscription in the future, your previous data will become available again.

    If canceling within three days of your initial subscription, please review our Refund Policy for eligibility and instructions.

  1. Click Subscription in the navigation menu.
  2. Click Manage Subscription.
  3. Click Cancel subscription.
  4. Click Cancel subscription again.

    5. Your subscription is now marked for cancellation. Your subscription will still be available to you until the end of your billing period.

  1. Click Profile in the navigation menu.
  2. Click the edit icon beside Company.
  3. Complete the company name field, then
    click Save.

    4. Your account will now reflect your updated company name.

  1. Click Profile in the navigation menu.
  2. Click the edit icon beside your name.
  3. Complete the name fields, then
    click Save.

    4. Your account will now reflect your updated name.

  1. Click Profile in the navigation menu.
  2. Click the edit icon beside Email.
  3. Complete the email address field, then
    click Save.
  4. A confirmation link will be sent to your original email.

    5. Upon successfully confirming the email change, you will now use your new email address to sign in to your account.

  1. Click Profile in the navigation menu.
  2. Click the edit icon beside Password.
  3. Complete the password fields, then
    click Save.

    4. You will now use your new password to sign in to your account.

  1. Click Profile in the navigation menu.
  2. Click the edit icon beside Time Zone.
  3. Select the correct time zone.
  4. Click Save.

  1. Navigate to https://pipfee.com/.
  2. Click Sign Up.
  3. Complete the required user fields.
  4. Review the usage policies, then
    select the I accept the usage policies of this service box.
  5. Click Sign Up.
  6. Check your email to confirm your account.
  7. Once your email is confirmed,
    enter your login details, then
    click Sign In.

    8. If you did not receive a confirmation email, complete the following steps.

  8. Select Click Here to Resend.
  9. Enter your email address, then
    click Resend.
  10. Once your email is confirmed,
    enter your login details, then
    click Sign In.

  1. Click Subscription in the navigation menu.
  2. Click Manage Subscription.
  3. Scroll down to view your Invoice History.
  4. Select any date to download an Invoice or Receipt.

  • After nineteen minutes of inactivity, a pop-up will appear warning that your session is about to expire.
  • You will have a one-minute countdown window to respond.
  • Click Continue Working to stay signed in.
  • If you do nothing, you will be logged out and redirected to the Sign In page.

    • This helps protect your account in case you leave your session open on a shared or unattended device.

    Why This Happens

    For your security and to ensure consistent account control, PIP Fee allows only one active login session per account at a time. When you sign in on a new device, browser, or tab, any existing session will be automatically signed out.

    If you are signed out due to another login, you will be redirected to the Sign In page.

    When This Can Occur

  • You sign in from a different device, browser, or private/incognito window.
  • You are reauthenticated during a secure action.
  • Another person uses your credentials to sign in elsewhere (account sharing is not permitted—see Usage Policies).
  • This can also happen when adding or updating a subscription, as the system requires a fresh login to finalize and protect your billing session.

    • What to Do

    If you’re signed out due to a detected session conflict:

  • Simply sign in again on your current browser or device.
  • Avoid signing in from multiple locations or tabs at the same time.
  • If this occurs unexpectedly, reset your password to secure your account.
  • Do not share your login with others; every user must maintain an individual account.

    • Only the most-recent login will remain active. All others will be ended automatically.

  1. Navigate to https://pipfee.com/authentication/sign-in.
  2. Click Forgot Password.
  3. Enter your email address, then
    click Send.
  4. Check your email to find your reset link.
  5. Enter a new password, then
    click Set Password.

    6. You will now use your new password to sign in to your account.

    How Teams Work

    Every user may belong to either:

  • No Team
  • One Team

    • Users cannot belong to multiple teams simultaneously.

    When a user is not assigned to a team, they can only view and edit records they personally created.

    When users are assigned to the same team, they can view and edit each other's records, including:

  • Providers
  • Projects
  • Reports

    • Ownership Does Not Change

    Teams affect visibility and collaboration only.

    Assigning a user to a team does not transfer ownership of any existing records. Providers and projects remain owned by their original creator.

    Removing a user from a team likewise does not change ownership of any records.

    Creating a Team

    Administrators can create teams from the Team Management tab located on the Subscription page (this feature is only visible to Administrators).

    To create a team:

  • Open the Team Management tab.
  • Select Create Team.
  • Enter a team name.
  • Save the team.

    • Once created, the team becomes available for user assignment.

    Assigning Users to Teams

    After creating one or more teams, Administrators can assign users to them.

    To assign users:

  • Open the Team Management tab.
  • Locate the Assign Users to Teams section.
  • Select a team for each user.
  • Click Save Assignments.

    • Changes take effect immediately after saving.

    Renaming a Team

    Administrators may rename existing teams at any time.

    Renaming a team updates the team name throughout the organization but does not affect user assignments or record ownership.

    Deleting a Team

    Teams may only be deleted when no users are assigned to them.

    If a team is currently assigned to one or more users, those users must first be reassigned to another team or removed from the team before deletion is permitted.

  1. Click Subscription in the navigation menu.
  2. Administrators use the Organization Users table to administer organization licenses, manage users, and transfer data.
  3. Administrators can transfer a user's Providers and Projects to another user by using the Transfer Data button.

    Use caution as this action cannot be undone.
  4. Follow the prompts to select a destination user and confirm the transfer.

  1. To keep a device trusted for 7 days,
    check Remember this device for 7 days when signing in.

    This will skip the verification code step on that device for the next 7 days.
  2. Click Profile in the navigation menu.
  3. To view your trusted devices,
    scroll to the Trusted Devices section.
  4. To remove a device,
    click Revoke next to it.