Getting Started with Your Account Management Portal
The article provides an overview of some important features of your Account Management Console. If you would like to watch a quick walkthrough on how to use your console, check out our Management Console Overview, or contact your Account Manager.
Dashboard
The first page you will see after logging in is your Dashboard. This will provide an overview of your subscription level and subscription end date, how many managed accounts you've added, the number of active accounts in your console, number of purchased seats, and number of active seats overall based on account status (Paid/Trial/Free).
Account Profile
To access Your Profile, click on your email address on the top-right of the screen, and then click Profile. On the page that follows, you'll find the following options:
- Two-Factor or Multi-Factor Authentication
- You can enable two-factor authentication (2FA) or multi-factor authentication (MFA) on your account for an added layer of security.
See: Two-Factor/Multi-Factor Authentication
- You can enable two-factor authentication (2FA) or multi-factor authentication (MFA) on your account for an added layer of security.
- Company Logo
- If you'd like, you can change the logo displayed on the top left to your own logo. This will affect all of your clients' accounts as well. The image you select to import must be in .png format and less than 300KB.
- If you'd like, you can change the logo displayed on the top left to your own logo. This will affect all of your clients' accounts as well. The image you select to import must be in .png format and less than 300KB.
- Only allow concurrent logins from the same IP.
- You can enable this feature to ensure that admins on your account can use their credentials to log in to separate instances of the console at the same time only if they are logging in from the same IP address. Please note this feature will only be available to the primary admin on the Account Management Console.
Note:
When enabled, if any account management admin is currently logged in and then, tries to log in to a separate instance from a different IP address, that admin will be asked to log in and the first session will end.
- You can enable this feature to ensure that admins on your account can use their credentials to log in to separate instances of the console at the same time only if they are logging in from the same IP address. Please note this feature will only be available to the primary admin on the Account Management Console.
- SAML
- You can enable SAML on your account for an added layer of security.
See: SAML Integration Basics and How to Enable SAML
- You can enable SAML on your account for an added layer of security.
- Account Session Timeout
- Select a time period of account inactivity from the drop-down. The system will automatically log you out after the specified period of inactivity. To change this option for your clients, it can be accessed under their Account Settings.
- Select a time period of account inactivity from the drop-down. The system will automatically log you out after the specified period of inactivity. To change this option for your clients, it can be accessed under their Account Settings.
For more information on how to use your Account Management account, check out these other articles:
How to Manage Accounts
How to Import Users
How to Manage Email Templates
How to Manage Landing Pages
How to Add More Admins to Your Account Management Portal
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