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 usage and manage users on the Settings page.
Checking your usage
Your usage is listed in the number of transactions per month 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 two types of users: Analysts and Administrators. An Analyst can upload, view, modify and delete all data sources in your organization. An Administrator has all of those rights, as well as the ability to invite and delete users, and set user permissions. An Organization must always have an Administrator.
Only an Administrator can invite people to join an Organization. As the Administrator, you’ll have to decide whether someone is an analyst or a fellow Administrator when you add them to your Organization. Don’t worry though—permissions aren’t set in stone.
Select the “+ Add User” button and enter the user’s email and set their permissions; Primary Analyst or Administrator. There can only be one Primary Analyst per organization. If you don’t check either of these two buttons, by default the user will be considered an Analyst. A Primary Analyst has the exact same rights as an Analyst, this just identifies who’s in charge of the organization.
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...