The New Account Settings and User Management Page

Introducing the new Account Settings page. Walk through each new page and learn how to efficiently manage user roles and modify access levels within your account settings.

Jonathan Fong
17 steps
2 minutes

Sewerai

The New Account Settings

Navigate to Account to Open Up the New Account Settings Page

The Account Settings Page Now has its Own Menu

Notifications and Preferences are Separated on to Their Own Pages

The Metric vs Imperial Switcher is Now Located in the Preferences Page

Account Administration - For Account Admins Only

Users who are an Admin Role Have Access to the New Account Admin Section

Select an Account in the Drop Down - All Accounts Users Have Access to are Shown in the Drop Down

You Can Only Make Changes on Accounts, Such as Editing a Logo, Where You are an Admin

The ArcGIS and CityWorks Connector is Now in the Integrations Page for Admins Only

If you have an Account Selected in Which You are Not an Admin, You Won't Be Able to edit Integrations

User Roles and Permissions Management

Users, Roles, and Available Seats are Shown in the Users Page.

To Add Users, Click the "+" Button

A Window Will Pop Up to Add User Details

To Manage a Specific User, Click the Kabob Menu Icon.

Users Can be Edited or Removed From this Menu

A Specific User's Role such as Editor, Admin, Uploader, or Viewer can be Selected From this Menu

Dismiss the Window by Saving Changes or Canceling

To Exit Account Settings, Click "Back to app"