Account Pages

In This Article


Overview

In the context of this repository, the account refers to the company account, or account holder (not the user), and the account pages are only accessible by account admins from the home page or project list dropdown. The account navbar includes the Dashboard, People, Projects, Test/Checklist Templates, Export, and Settings tabs.

top


Dashboard

Displays recent activity that has occurred across the account as well as a general account summary, including the total number of projects, people, issues, tests, and checklists within the account.

top


Billing

Accessible only by the owner of the account, the billing section provides information on credit card payments and the overall account status, including the current number of paid and available project slots.

top


People

The directory of all people and companies in the account; entries added at the project level are automatically added to the account.

top


Projects

A list of all of the account's projects.

top


Test/Checklist Templates

A repository of reusable checklist and test forms, accessible to all projects in the account.

top


Export

A dedicated export page with more robust options for exporting data across projects.

top


Settings

Account settings are used as the defaults when creating new projects; changes to the account settings will only affect newly created projects but not existing projects.

top

Still need help? Contact Us Contact Us