Platform Settings

Introduction

The Cloudsaver platform's settings options enable comprehensive management of users and account aspects. This article outlines the features available within each Settings section.

To access settings, click the Settings option in the bottom left of the window to reveal a slide-out column with all available options.

Getting Started

Overview

Under General, select Overview to view a dashboard of all Settings options with brief descriptions of each function.

Users

The Users section allows you to:

• View all users and search/filter your view
• Invite new users via the top button
• Activate or deactivate individual users
• Assign or remove user roles

Permissions

The Permissions section enables you to:

• View, add, edit, and delete roles
• Click on any listed role to modify its name and description
• Edit all assigned permissions for each role

Connections

Connections allows you to add or remove cloud provider connections. This process is detailed in separate documentation.

Billing

Subscriptions

View your subscription status and click "Manage Subscription" for detailed subscription information.

Credit Usage

• Overview: Track total credits balance, add credits, view credit transactions, and filter results
• Settings: Modify billing method, configure low-balance notifications, and set maximum credit usage limits

Company Info

Edit company name, website, establish billing contacts, and add or update your company address.

Transactions

View and download invoices for the Cloudsaver platform.

Payment Methods

Add or edit payment methods, including credit cards or bank accounts.

For additional support, contact the Cloudsaver support team.