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.
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.
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.
At the top of the account settings area you will find your account information.
Here you will find:
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.
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.
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.
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.
Keep track of all your invoices here.
ℹ️ Learn more about how to view your invoices.
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.
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.
In this section, you can generate new API keys to use for integration with other tools.
ℹ️ Learn more about assigning API keys.
- Learn how to manage and switch between Plytix accounts.
- Learn how to edit your user profile
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 👇