Account Settings

 

In this section you will learn about:

Note: Only Admin users will have access to Organization Settings and Billing. 

To navigate to the section:

1. Click on the profile icon in the top right corner.

2. Choose which section you would like to make changes or updates to. 

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Profile Settings

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PROFILE

The Profile section will show the user's Email Address, Name, Username, and Timezone. Email address, Name, and time zone can be edited. You cannot change your username. Click submit to save any changes made.

 

PASSWORD

The password section will allow you to change your password if you know the old password. 

 

ORGANIZATION

The Organization section will be where you can see which organization you are a part of as well as Leave the Organization if you would like. See the Organization Article for more details on how to set up new members and cross-organization sharing.

Note: If you leave your organization you will no longer be able to see any devices or sensors that you are not the owner of or have been shared with you. You will also not be able to re-add yourself to the organization. 

 

Development (API)

This section is where you will find your unique API key to integrate with the Excel add-on or any integration that requires an API Key. This key can be regenerated, by clicking the "Generate New Key" button. Doing this will break any connections you have established with your API Key. 

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Organization Settings

ADDING USERS

Admin will have the ability to add users and set up cross-organizational sharing policies unlike basic users. Admin will be in charge of managing the members within their organization.

To add users, navigate to Organization settings and scroll down to Manage Members.

 

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Type in the email address of the desired user and press the Invite button. An invite will be sent out to the user's email inviting them to join your organization. Once added, you can change their user type to be Admin or Basic User. 

Note: Users created from this process will default to Basic users.

Once a user has been added, be sure to share any Connections, Profiles, or Alerts with them using Sharing.

Note: Users will have to have created an account from the invite before anything is able to be shared with them.

 

CROSS ORGANIZATION SHARING

Users can only share within their own organization unless a cross-organization policy has been set up. Once set up, users will be able to seamlessly share across organizations. Setting up a policy will require action from Admin on both organizations.

Step 1

The first step to setting up a cross-organization policy is to make your organization public. An organization must be public in order for another to see it.

Once your organization is public, other organizations will be able to search and find your organization to set up a sharing policy.

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Step 2

Type in the name of the organization you would like to share with. After typing the first three letters the name should autocomplete. If it does not autocomplete, the organization you are trying to share with has not made themselves public yet.

Enter the full name of the organization and press the Add button. You should now be able to share with anyone within the organization added.

Note: This will only set up sharing from you to the organization added. If the other organization would like to share with you, they will have to set up a policy of their own.

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Billing Information

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UPDATE PAYMENT METHOD

To enter a credit card, navigate to billing and select the "Update" button. You can use either a credit card or set up a bank for payments. 

Card

Click "card," and enter your credit card info and then click "Save." 

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ACH

Click "Bank" and enter your banking info and then click "Save." 

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DATA USAGE

Data usage is data directly collected from the sensors configured within your network. Press the "show details" button to see the data usage broken down by sensor, user, or by day.

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By Sensors: View which sensors within your network are collecting data and how much they are being charged.

By Users: View which Users within your organization own the sensors that are being charged.

By Day: View how much was charged each day and what number of sensors are needed to reach the next bulk discount.

 

CELL USAGE

Press the "show details" button to see the cellular usage broken down by THREAD or User.

By THREAD: See which THREADs are using cellular data to connect to the cloud.

By User: See which Users own the THREADs that are using cellular data to connect to the cloud.

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Note: If your organization is billed via monthly or annual invoicing outside of the sensemetrics platform then the data usage information will not be available. 

 

PAYMENT HISTORY

View your payment history at the bottom of the page. Download any receipt from a transaction using the  download button.

 

 

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