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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.
       
       

      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 top right corner of the platform, then on the settings setting icon-png  icon in your profile overview. 

      Account settings Plytix

      ℹ️ As we are in the process of updating our systems, on some sections of the platform you can enter the Account Administration section by clicking on your profile picture on the top right of the platform, and choosing  "Admin account" from the options. 

       

      Account dashboard

      When you enter the Account Administration area, you will see your profile settings on the far left, and the account settings taking up most of the page. 

      admin settings

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

      admin settings - header dashboard

      Here you will find:

      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 change this in the "Plan" section.

       

      Sections

      Below the header you will find different sections where admins can manage different settings. 


      Info
      Plan
      Invoices
      Team
      Roles
      API

       

      ℹ️ The sections you see depend on the permissions set for your user role.

       

      Info

      This section gives you an overview of the contents of your account, which add-ons are active, and any account limits included in your plan. All users have access to the "Info" section. 

      Plytix module addons

      Modules are displayed based on your plan.

      • Add ons not included in your plan are displayed in gray.
      • Add ons included in your plan are displayed in green.
      • Adds ons whose limits have been reached are displayed in yellow.

      If your plan has limits on number of products or storage, you'll see these numbers appear in red, with an "Account limit reached" message with a link to upgrade your plan.

       

      Account Settings

      ℹ️ If you would like to increase your account limits or activate an add-on, please reach out to your customer success manager. 

       

       

      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-billing-detailview-png

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

       

      Invoices

      Keep track of all your invoices here. 

       

      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.

      invite-users

      ℹ️ Learn more about inviting users and managing your team in Plytix.

       

      Roles

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

      roles-updates

       

      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. 

      api-section

      ℹ️  Learn more about assigning API keys.

       

      What's next? 



      If you have any questions just click on the chat box in the bottom-right corner and we'll be happy to answer them...

       

      and please let us know 👇