Accessing Settings

You can access settings by clicking on your name in the upper right corner of the screen and selecting settings.

Company Plan

When a plan is within 30 days of expiring, the option to renew will become available.  You are able to downgrade the plan to free once it is expired.

Company Settings

Two factor Authentication can be enabled.  The users will need to use the Google Authenticator app or any other compatible TOTP app.  Once 2FA is enabled, the next time a user logs in, they will be forced to setup their 2FA device.  Admin users can remove the 2FA from a user's profile.  If there is only a single admin user for a company and they need to have their 2FA device reset, please contact

User Management

From user management, you can add/delete users.  Click on the user's first name to edit specific user details.  

User Settings/Permissions

The permissions available are:

  • Admin User - Can edit Company details/settings and access billing details

  • Standard User - Can create/edit/delete Sources and EDLs

  • View Only User - View only on all objects

If the company has enabled 2FA, you can delete the user's 2FA device from the screen.  The next time the user logs in, they will be forced to re-setup their 2FA device.