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Account Page for Administrators

 

As an administrator, the 'Account' page will show you all details regarding your profile and your team's account. The Account Settings button is located in the bottom left hand side of your Home page or in the drop down menu where your name is located in the top right.

You will have additional tabs within this page to better manage your team's information. The first two tabs are for your personal account and the last three tabs are for the team account. 

What is an Administrator?

As an administrator, you will have all information regarding the team. You are the only person in the team that can manage and make changes to the account for the team. There can be more than one administrator in a team.

Administrators are the only ones that can:

  • Invite users to the team
  • Delete users from the team
  • Change team members' role
  • Change any information regarding the team account: invoice address, billing information, etc...
  • Make other users in the team administrators 

Note: An administrator is a role that is only available for professional accounts.

Account Overview Tab 

You can review your license details in the Overview tab. Here is where you can see at a glance the number of users in the account, the payment option, and the billing period.

You will also be able to see the users in your team and the details of the features that you have as a professional user.  

Edit Profile Tab

The 'Profile Settings' tab is the same for all users. Here, you can:

  • Upload a profile picture
      • Other users will be able to see your picture when you are active in boards and next to comments you create
  • Change your short description and contact information
      • This is visible to all of your contacts
  • Change or activate your email address
      • Your email address is not visible to your contacts
      • It is used for logging in 
      • Don't forget to activate your email address to be able to receive alerts via email
  • Change your language preferences
  • Set the frequency of your board alerts
      • You can change the settings to the appropriate time frame for when to receive alerts
  • Subscribe or unsubscribe from account emails and welcome tips. We are required to send out emails regarding changes of your account status 
  • Connect other services and social media accounts 
  • Change your password

Make sure to click save when you're finished.  

Connect Services to your Account

If you signed up with a social login, that option will already be connected to your account. You can connect multiple accounts to use to login to Conceptboard, or you can use an email/password combination. 

You can connect your Google, Salesforce and Trello accounts to use with our app integrations.

Disconnect Services to your Account

A list of already connected services will be shown under the 'Connected Services' section. Click on the toggle to the right of the service and then click on 'disconnect'. There will be a dialogue that pops up to confirm that you wish to disconnect.  

Change your Password

Click on the 'Change password' tab to open the dialog. Passwords must be at least 7 characters long. Make sure to click on 'Change password' to save it.

Plan & Payment Tab

As an administrator, you can switch between the flexible monthly payment option and the fixed payment option.

The flexible monthly payment option allows you to remove and add users as needed, and only pay for the maximum amount of users in each month.

The fixed payment option allows you to pay for a fixed number of seats in your team, with a monthly, quarterly, or annual billing period. This also sets the upper limit for the number of users you can invite to your team, and you can not invite additional users without first increasing the number of users.

For more billing questions, please see our Billing FAQ's.

Delete or Downgrade your Account

If you need to downgrade or cancel your whole team account, you can do so from the Plan & Payment tab. Click on the 'Delete or downgrade account' link on the bottom of the page.

You can downgrade the team account by entering your password and then clicking on the Downgrade account button. Downgrading the team account means all users on the team will lose all professional user capabilities and be downgraded to a basic account.

If you would like to completely delete the team account, click on the link and then confirm that you would like to delete your account. Note: Deleting an account will delete all of your data. This action cannot be undone.

If you need to individually remove users from your team, you can do so from your Users page.  

Change or Update your Credit Card Information

 

You can change or update your credit card information in your Plan & Paymnet tab. Click on 'update payment method' link to the right side of your team plan information. Once the Wirecard dialogue box open, click 'Okay' to direct you to the different payment options available. 

Select your means of payment and click next. You will then be directed to your 'Payment method accepted' page. 

Invoices Tab

 

In the Invoices tab, you will find all your current and past invoices.

There is also free-form text field where you can add the invoice address or any additional information your accounting department requires on invoices.

To provide your VAT number, select your country in the drop down menu before providing your Value Added Tax ID number. This only applies to businesses located in the European Union.

If you need to send invoices to an additional email address within the company you may add it in the invoice email field. You will also find a list of copies for any invoice that has been created for your account.

Customize Account

As an administrator, you can add or remove the team logo, change the name of your team, change the subdomain, and change the branding colors.

Team Custom Color Branding

When you want to change the team's colors, you can do so by clicking the Choose button and selecting from an already specified range of colors, or you can directly enter the hex value of the color you would like to use in the field.   

 

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