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  1. Emvide Platform Usage

User and Account Management

PreviousUsing the CanvasNextAccessing the Help Desk and Support

Last updated 1 year ago

Managing users and accounts within the Emvide platform is essential for maintaining an organised and efficient workflow. In this section, we'll guide you through the various user management and account functionalities, ensuring you can effectively oversee your team's access and usage of the platform.

We are awaiting updated video for this section so please be patient In the meantime however, read below for a step by step guide for the user and account management section....

Introduction:

Welcome to the User and Account Management section. Now that you’ve mastered deploying canvases and adding emissions data for product lifecycle assessments, it’s time to explore how to manage users and accounts within Emvide.

User Management:

  • Accessing User Management: Navigate to the 'Users' section to see a list of all users within your organisation. Here, you can view, add, edit, and manage user roles and statuses.

    • Admin Roles: If you have administrative privileges, you can manage user roles, assign new roles, and ensure each user has the appropriate permissions.

    • Active and Inactive Users: Easily search for and filter users based on their activity status to keep track of your team’s engagement.

  • Editing User Information: Select a user to view their account details. You can update their information, change their roles, and adjust their access levels as needed. This ensures that each user has the right level of access to perform their tasks efficiently.

Account Information:

  • Billing and Credits: Navigate to the 'Account Information' section to manage billing and credits. Here’s what you can do:

    • Basic Information: Update your account details, including contact information and billing preferences.

    • Role Management: Adjust user roles within your organisation, ensuring that team members have the appropriate permissions for their responsibilities.

    • Credit Balance: Monitor your remaining credits and manage recurring credits to ensure uninterrupted access to Emvide’s features.

    • Password Management: Change your password securely within this section.

    • Wallet Top-Ups: Purchase additional credits as needed to support your ongoing projects.

  • Credit Usage History: Track how credits are being used within your organisation. This section provides a detailed history of credit usage, allowing you to filter and search through past transactions. Understanding your credit usage helps in budgeting and planning for future needs.

Supporting Your Team:

Effective user and account management ensures that your team can work seamlessly within Emvide. By regularly updating user roles, monitoring credit usage, and managing account details, you can maintain a smooth workflow and optimise your organisation’s use of the platform.

Summary:

Managing users and accounts in Emvide is straightforward with the tools provided. Ensure you regularly update user roles and monitor credit balances to keep your team productive. Watch the embedded video for a detailed walkthrough of these features and get the most out of Emvide’s user and account management capabilities.

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