How to navigate the account settings area
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 
icon in your profile overview.
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:
- SKUs
- assets
- team members
- attributes
- storage use
- API keys
- Channels, Brand Portals, and Product Sheets
At the top of the account settings area you will find your account information:
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
Notifications
Under the 'Account' tab you can find the 'Notifications' tab. Here each user can configure email notification preferences specific to them.
In the imports section you may choose to be notified:
- Every time an import finishes
- Only when there's a warning or an error
- Never
You may also choose to be notified about all imports, or only your own imports.
In the feeds (scheduled imports) section you may choose to be notified:
- Every time a scheduled import finishes
- Only when there's a warning or an error
- Never
You may also choose to be notified about all imports feeds, or only import feeds you created.
In the exports section you may choose to be notified about:
- CSV exports
- XLSX exports
- PDF exports
- Asset exports
You may also choose to be notified about all exports, or only your own exports.
In the channels section, you can choose to receive both email and in-app notifications.
You may choose to be notified about:
- channels created by any user
- only channels you created and processed
You can also choose to be notified:
- whenever a channel finishes processing
- only when there's a warning or error
Account Information Sections
Below the header you will find different sections where admins can manage different settings.
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.
In the "Account Summary" section, you can view your total number of products, attributes and assets. You can also see how much asset storage is being used, how many team members are in your account, and how many API keys have been created.
ℹ️ Paid accounts have unlimited asset storage. Free accounts have 5GB of asset storage available.
In the "Add-ons" section you can view all the outputs that are being used in the account. 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.
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.
ℹ️ Learn more about changing your account plan or updating billing and payment method.
Invoices
Keep track of all your invoices here. Use the filter to sort invoices by year issued.
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.
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.
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.
ℹ️ Learn more about assigning API keys.
What's next?
- Learn how to manage and switch between Plytix accounts.
- Learn how to edit your user profile
- Learn about inviting new users to your account
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 👇