Admin Settings

Settings holds your account details, your team’s user accounts and your billing information.

Settings is the gear icon at the bottom of the side menu. It has the tabs My Details, Features, Users and Billing. Features holds the similarity factors for Similar Entities. A CRM tab also shows for users with a CRM role. Push to CRM explains it.

1. Change your password #

1. Click Settings at the bottom of the side menu.
2. On the My Details tab, click the pencil icon next to Password.
3. Enter the new password in the pop-up that opens.

2. Add and remove users #

1. Click Settings at the bottom of the side menu.
2. Open the Users tab. It lists each user with their Name, Email Address, Last Login and Role.
3. To add a user, click Add User at the top right.
4. Fill out the fields. The email address you enter becomes the new user’s username.
5. When the account is set up, send the new user the log-in link and the password you created.
6. To remove a user, select their checkbox in the Deactivated column. This blocks the user’s access.

In the Role column, you give each user one of four roles: Admin, Regular User, Admin + CRM or Regular User + CRM. Only the two CRM roles show the CRM tab.

3. Manage billing information #

1. Click Settings at the bottom of the side menu.
2. Open the Billing tab.

The tab shows your invoicing details. You cannot change your version or add a data pack, such as EP Validations, on the Billing tab. To add a data pack, contact IP Pilot support through Contact & Training.