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1. Profile & Account

In the Profile tab, you can manage your identity within the platform:
  • Update Your Info: Click Edit Profile to update your Full Name or your Organization’s display name.
  • Account Details: View your registered email, current role (e.g., Member, Admin), and the date your account was created.
  • Plan Summary: Quickly see which subscription plan your organization is currently on (e.g., Free, Pro, Enterprise).

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2. Security & Passwords

Your data security is paramount. In the Security section:
  • Change Password: To update your password, click Change Password.
  • Verification: For your protection, the system will send a 6-digit verification code to your email. Enter this code along with your new password to complete the update.
  • Super Admin Setup: If you joined via a social login and haven’t set a password yet, you’ll see a prompt to Set Password to enable traditional login methods.

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3. Team Management (Admins Only)

If you have administrative permissions, the Members tab allows you to manage your team:

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Adding New Members

  1. Click Invite User.
  2. Provide their Name and Email.
  3. Role Selection: Choose a role (e.g., Analyst, Manager, Admin) to define their permissions.
  4. Temporary Password: The system can auto-generate a secure temporary password. Share this with the new member for their first login.
  5. Preferences: Decide if the account should be pre-verified by you or if they should receive email notifications.

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Managing Existing Members

  • Edit Details: Update a member’s role, name, or preferences at any time.
  • Revoke Access: Use the Delete icon to remove a member from your organization.
  • Restore Members: Accidents happen! You can view recently deleted members and click Restore to reactivate their account and history.

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4. Billing & Subscription

Keep track of your organization’s financial status in the Billing area:
  • Plan Status: View your current plan name and its status (Active, Past Due, etc.).
  • Renewal Dates: See exactly when your subscription is set to renew or when your license expires.
  • Usage Bars: Monitor how many Data Sources and Team Members you have used versus your plan’s total limit.
  • Management: Depending on your plan, you can upgrade your service or manage your cancellation settings directly from this widget.

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5. Credit Allocation

Admins can precisely control how resources (AI Queries and Dashboards) are distributed among team members.

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How Allocation Works

By default, team members use the organization’s global pool. However, you can set specific “Allowances” for individuals to prevent any single user from exhausting shared resources.

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Allocation Steps

  1. Navigate to the Members list and find the user.
  2. Click the Allocate Credits.
  3. Select Source: Choose whether the credits come from your main Subscription pool or from a specific Addon/Credit Package you purchased.
  4. Set Limits:
    • Max Queries: The maximum number of AI questions the user can ask.
    • Max Dashboards: The maximum number of dashboards the user can create.
  5. Save: Once you hit Allocate Credits, the user’s limit is updated instantly.
  6. Usage Monitoring: You can return to this screen anytime to see how many of their allocated credits they have already used.

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Reverting Allocation

If you want a user to return to the shared organizational pool, you can Cancel Allocation for that specific user. Any unused credits assigned to them will be returned to the organization’s main balance.