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Admin Settings

The Admin Settings allow administrators to efficiently manage accounts. It includes User Management to control accounts, roles, and permissions, the Crawler Section for categorizing crawlers and viewing services and reports, Email Digests to customize notifications and Billing to track subscriptions. These features provide comprehensive control over user access and platform settings.

Accounts

The Accounts section shows key details like Account Name, Type, Owner, Total Projects, Users, and Created Date. Each account is client-based and contains Teams, which include Members. This information helps administrators efficiently manage and track users and projects within the account.

Creating a New Account

  • Click on Create a New Account which is usually located at the top of the page.

  • Fill in all the Necessary Information for the new account. This includes account name, account owner, allowed domains and account type.

  • Click Create to finalize and create the account.

  • Click Discard if you wish to cancel the process.

Viewing Team Members

If we need information about users belonging to a specific account click on the number in the “Total Users” column to open a tab showing all team members associated with the account. This shows information about active as well as invited users. An Invited tag is added next to the user to show that we have sent the invitation email but the user has not signed up using the link provided in the email.

Updating Account Details

Modify Account Information: Click the three dots in the “Action” column next to the account. This option allows you to update or edit the account details as needed.