Introduction
The settings options within the CloudSaver platform allow you to manage all aspects of your users and the account. This article will highlight the features of each option within Settings.
Let’s start from the top.
Click on Settings in the bottom left of the window. This will give you a slide out column with all the options.
Getting Started
Under General, click on Overview. This will give you a view of the Settings options. Each tile gives you a brief description of each function.
Click on Users. Here you can view all users, search, and filter your view. At the top you can invite new users. When you click on a user, you will have the option to activate or deactivate them and assign or remove roles.
Click on Permissions. Here you can view, add, edit, and delete roles. Click on a role listed and you can edit its name, description, and edit all the assigned permissions for the role.
The last option under General is Connections. Here you can add or remove a connection to a cloud provider. This process is covered in another video.
Billing
The next section is Billing. Click on Subscriptions. Here you can see the status of your subscription. You can click ‘Manage Subscription’ to see more specifics around your subscription.
Next we’ll look at Credit Usage. Here, under Overview, you can view the Total Credits Balance, add credits, view your credit transactions, and filter the transactions. Under Settings, you can modify your billing method, low credit balance notifications, and set a max credit use.
Click on Company Info. Here you can edit your company name, website, set up billing contacts and, add/edit your company address
Next, under Transactions you can view and download the invoices for the CloudSaver platform.
The last section is Payment Methods. Here you can add or edit a payment method – either a credit card or bank account.
Please reach out to CloudSaver support if you have any questions about managing your settings.
In this article
