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Account Settings

How to navigate the account settings area

The Account Administration area of Plytix gives an overview of the account usage. It is also where owners and admins of an account can manage users and teams, plan and billing information, and API keys.
 
 
*Skip to any section in this article by clicking on the links above
 
 

Accessing the account administration area

There are two ways to access the Account Administration area.

1. Directly by navigating to accounts.plytix.com.

2. By clicking on your profile picture in the bottom-left corner of the platform, then on the settings icon in your profile overview. 

Account_Settings_Overview

 


Info

Account Summary

When you enter the Account Administration area, you will be taken to the account information area, which contains a summary of all of your account's data, including:

  • Number of products
  • Used storage
  • Team members
  • Attributes
  • CDN traffic
  • API keys
  • Channels, Brand Portals, and Product Sheets

account-summary

Credits

In the Account Summary you can also see your AI credits balance, showing how many credits remain and how many have been consumed. It also displays the date of your next credits reset. If you need more credits, there is an Upgrade button available to change your plan.

Add-ons

Below the account summary, you will find your Add-ons section. Here you can see which add-ons are active on your account, along with the quantity in use for each one. 

At the top of the account settings area you will find your account information:

account-plan-billing

Account Logo You can update this by clicking on the image to upload a new one.

 

Account Name

 

This cannot be edited or changed by users. If you need to edit the account name please have an account admin or owner contact us.

 

Plytix ID

 

This is your account's unique identifier. It is helpful to have this number when contacting support. 

 

Assigned Role

 

This tells you what user role you have been assigned. Permissions are given based on roles.

 

Plan

 

This shows you which plan you are currently on. You can click the "Upgrade now" button to book a meeting to change your plan. 

Profile

On the left menu of the Account Information area, you'll see that below account you can click on 'Profile' to display information specific to the user who is logged in. Here you can edit personal information including:

  • Name
  • Job function
  • Username
  • Password

account-plan-company_details

Notifications

Under the 'Account' tab you can find the 'Notifications' tab. Here each user can configure their notification preferences individually.

account-notifications

Imports (CSV upload)

You can toggle Email and In-app notifications on or off for imports. When email notifications are enabled, you can configure:

I want to be notified...

  • Every time an import finishes
  • Only when there's a warning or error

I want to be notified about...

  • Imports done by any user
  • Only imports done by me

notifications-imports

Feeds (Scheduled imports)

You can toggle Email and In-app notifications on or off for scheduled imports. When email notifications are enabled, you can configure:

I want to be notified...

  • Every time a scheduled import finishes
  • Only when there's a warning or error

I want to be notified about...

  • Feeds created by any user
  • Only feeds created or processed by me

notifications-feeds

I

Exports

You can toggle Email and In-app notifications on or off for exports. When email notifications are enabled, you can choose which export types to be notified about:

I want to be notified about the following exports:

  • CSV
  • XLSX
  • PDF
  • Assets

I want to be notified about...

  • Exports done by any user
  • Only exports done by me

notifications-exports

 

Channels

You can toggle Email and In-app notifications on or off for channels. When email notifications are enabled, you can configure:

I want to be notified...

  • Every time a channel finishes processing
  • Only when there's a warning or error

I want to be notified about...

  • Channels created by any user
  • Only channels created or processed by me

notifications-channels

Comments

You can toggle Email notifications on or off for comments. When enabled, you can configure:

I want to be notified...

  • Mentions, replies, and products I've commented on
  • Only mentions and replies to my comments

notifications-comments


Plan

The details of your subscription live in this section. This is where you can manage your subscription plan, add or edit company details, and add or change your credit card on file and view your payment method. 

account-plan

 

ℹ️ Learn more about changing your account plan or updating billing and payment method.

account-payment


Invoices

Keep track of all your invoices here. Use the filter to sort invoices by year issued.

account-invoices

ℹ️ Learn more about how to view your invoices.

 

 


Team

From here you can invite, block, and remove users. You can also assign users a role.

account-team-add

 

 


Roles

In this section, you can view and create permission schemes for your users. 

account-roles-add

 

ℹ️ Learn more about how to create a new user role and how to set permissions for a role.

 

 


API

In this section, you can generate new API keys to use for integration with other tools. 

account-api-create

ℹ️  Learn more about assigning API keys.

 


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