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Account settings

Screen guide5 minFoundation

Account settings is the home of everything that belongs to the whole workspace rather than to one app. It greets you by name, shows your company details and plan, and opens each admin tool from a card.

The Account settings page with the company card on the left, the Usage Analysis meters on the right and a grid of eight tool cards below.
    Edit Company Name, Phone Number, Country and City, then click Save Changes. Upload Logo sets your company logo.
    Usage Analysis compares what you use with what your plan allows.
    Each card opens one tool.

What does each card open?

Section titled “What does each card open?”
CardButtonWhat it is for
Users & SecurityManageUsers, roles, permissions, the org chart and Beezr Shield
API IntegrationOpenAPI keys
Data SourcesConfigureYour own database and file storage
Mail SetupSetupSenders and mail servers
CustomizationCustomizeColours, logo and login page
Recycle BinViewRestore deleted items
Integration HubExploreConnect apps

How do I read the usage meters?

Section titled “How do I read the usage meters?”

Usage Analysis shows five meters: Users, Database Records, Modules, Workflows and Media Storage. Each shows used over allowed, for example 12 / 50. A bar turns amber from 70% and red from 90%, which is your cue to act. Manage opens the plan page. See Your plan and usage.

Check yourself

Where do you manage API keys?
Show the answer

The API Integration card. API Integration opens the API keys page.

Which card opens the page where you restore something you deleted?
Show the answer

Recycle Bin. Recycle Bin lists deleted items and restores them.

What's next

Your plan and usageRead the five usage meters, understand what your plan allowance covers and where to go to change your plan or add-ons.Add and manage usersCreate a user account, see which roles a person has, open their profile and delete unused accounts.

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