Granted, Organization management isn’t the most thrilling, but proper management is essential so that you can focus on the fun stuff like finding actionable insights.
Accessing Organization Settings
Access the Settings page by selecting the person icon on the bottom left of the workspace.
You can check your pricing plan, usage and manage users on the Settings page.
Checking your usage
Your usage is listed in the total number of transactions on the top right of the Settings page. A transaction is equal to one Record (one row in a CSV file). The number of transactions available to you is determined by your contract. Contact your Account Manager if you would like to increase the number of transactions available to you.
Inviting an Analyst or an Administrator
Keatext has three types of users: Account Manager, Organization Administrators and Analyst.
The Account Manger is in charge of the whole account (account ~ group of organizations). They can create and delete organizations and manage features, for example, change features and feature plans of an organization.
The Organization Administrator can manage users, for example, inviting or revoking a user in a particular organization and delete this organization.
If you have not been selected as one of the above two options you are and Analyst. An Analyst can upload, view, modify and delete all data sources in your organization.
Select the “+ Add User” button and enter the user’s email and set their permissions; Analyst or Administrator. If you leave the Administrator checkbox unchecked the user is automatically and Analyst.
You can change permissions as often as you want.
Note: If you are an Analyst, not an Administrator, you will not be able to see the User Permissions check boxes.
When you invite someone, they are sent an email to confirm their addition to the Organization.
Deleting an Analyst or an Administrator
Only an Administrator can delete users from an Organization. Simply select the remove button to the right of the user’s email.
Changing your password
To change your password, you must first log out of your Organization. When logging back in, Select “Don’t remember your password?” and you will be taken to a new screen to reset it.
Ok, now that’s done and you can move on to something more interesting...