How do I manage my subscriptions, projects, and team members? (Account and Project Management)

Modified on Thu, 15 Sep 2022 at 05:03 PM

Anyone who sets up a new project becomes the owner of that project. Project owners can purchase, upgrade, and cancel subscriptions. 


Access your current project status

  1. In the CMS, click on your monogram circle on the top right hand side to open your account drawer
  2. You can see all details for the current project including 
    1. your Username (email address you used to log into the CMS)
    2. the name of the current project (which you can change in the CMS > Settings > Basic Settings)
    3. your own Status, if you are a team member or project owner
    4. the name of the Project Owner
    5. the Project ID - reference this when contacting support
    6. the Project Status which shows if your project is Active (currently hosted) or Disabled (no longer hosted)
    7. the number of the published Live Version (the number of live data updates you have published)
    8. for multi-event shell app users, the name of the Shell app is listed, into which the project can be loaded
    9. and if the project is on a Subscription plan


Switch to a different project

  1. In the CMS, click on your monogram circle on the top right hand side to open the account drawer
  2. Click the Change Project button


Add and manage team members

If you are the project owner:

  1. In the CMS, click on your monogram circle on the top right hand side to open the account drawer
  2. Click the Manage Team button
  3. Click the Invite Team Member button
  4. Fill in the form to invite the team member and click Send Invitation


To remove team members, click the trash can icon. 


If the owner of a project has left your organization and you are a team member on a project, please submit a support ticket to make a team member the new owner. Ensure to include the team member's email address and Project ID.


Create new projects

  1. In the CMS, click on your monogram circle on the top right hand side to open the account drawer
  2. Click the Create New Project button.
    Note for branded Multi-Event Shell app users: if you want to create a new project to appear in your shell app, you must be the project owner of the shell app itself. When you create the project, you can choose your branded shell app. If you do not have that selection, you are not the owner of the shell project. Contact your project manager at ATIV.


Manage subscriptions, view invoices, and update payment details

  1. In the CMS, click on your monogram circle on the top right hand side to open the account drawer
  2. Click the Manage Projects link
  3. The Manage Projects window opens and displays all projects you have access to, either as a team member of as an owner. If you are the project owner, you can: 
    1. View Invoices
    2. Update Payment Information
    3. Cancel Subscriptions - a cancelation before the next renewal will stop the auto-renewal. 

 

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