.png)
Ctrl K
Find a record
Search across your Helm workspace without leaving the page.
Search your workspace
Enter at least two characters. You can search names, registrations, emails and references.
No matching records
Try another name, registration, email, reference or keyword.
Search could not be loaded
Close the search and try again.
Workspace alerts
Notifications
Compliance, task and record updates that need your attention.
You’re all caught up
New Helm notifications will appear here when they need attention.
Notifications could not be loaded
Close the menu and try again.
Team & workspace
Workspace
Members—
Pending—
Seats used— / —
Seat capacity—
Pending invitations count towards your available seats.
Workspace owner
—
Workspace ownerEmail not loaded
Owner
Active
Not loadedNot loaded
Owner
Team members
No additional team members
Invite someone to help manage your workspace.
—
Member nameEmail not loaded
Transport Manager
Active
Not loadedNot loaded
Pending invitations
—
Recipient email
Invited by Workspace member · Expiry not loaded
Admin
Invited
Not loadedNot loaded
Workspace details
Automations
Choose what happens automatically in this workspace.
Loading automations…
Automations could not be loaded. Please try again.
Manage your workspace
Keep access, compliance and notifications in one place.
Account billing
Your subscriptions
Loading account information…
Account information could not be loaded.
Sign in to view your account information.
Connecting to your account.
These subscriptions belong to your signed-in member account. Workspace seats and access remain managed in Team members.
A payment needs attention. Update your payment details in the billing portal.
Your account has a trial subscription. Check its end date and billing terms in the portal.
Payment details & invoices
View your invoices, payment methods, billing address and tax details securely in the payment provider’s portal.
Plan prices are reference prices. Your invoices show any discounts, tax and the actual amount charged. Available changes follow the existing subscription policy.
Workspace billing
Billing information is not connected yet. No payment or subscription changes can be made here.
Current subscription
Plan not loaded—Billing frequency not loaded
- Next billing date
- Not loaded
- Included seats
- Not loaded
- Allocated seats
- Not loaded
Billing details
- Billing contact
- Not loaded
- Billing email
- Not loaded
- Billing address
- Not loaded
- Tax reference
- Not loaded
- Payment method
- Not loaded
Invoices
InvoiceDateAmountStatusDocument
Invoice history is unavailable
No invoices yet
Loading invoices…
Invoices could not be loaded. Please try again.
Account security
Workspace activitySign-in & verification
Email addressNot available
Email verificationNot available
PasswordNot available
Account recoveryUse your account email to reset access.
Connected accounts
Not available
Only sign-in methods configured for Helm are available. Keep a working sign-in method connected.
This browserSign out of your current member session.
Workspace security
Access management
Your active sessions
DeviceLocation unavailable
——
Session information is unavailable
Loading sessions…
No sessions returned
Sessions could not be loaded. Please try again.
Invite member
Invite someone to join this workspace and choose the role they’ll receive.
Edit member
Update this member’s role or access status.
Remove member?
This member will lose access to the workspace and their seat will become available.
Historical activity and audit records will remain associated with them.
Suspend member access?
This member will immediately lose access to the workspace until they are reactivated.
Their membership and audit history will be retained.
Revoke invitation?
The invitation for this recipient will no longer be usable and the reserved seat will become available.
Your workspace has reached its seat limit
— seats are currently allocated.
Active members and pending invitations count towards your seat allowance.