Account Settings

Audience: Administrators

 

Overview

Account Settings allows Administrators to configure the user experience for each user in the account.

Accessing Account Settings

1. Click on the Settings button in the bottom right corner, and then select the Account Settings option from the list.

2. By default, the General menu is displayed.

Click on another option in the top menu to navigate to a different Account Settings panel.

Account Settings Panels

The settings configured in Account Settings are applied ubiquitously across the account.

Panel	Description
General	Set which module is launched upon login, and view Administration details about your account.
Chart Management	Create additional Base Charts
Theme	Customize various aspects of the OrgChart user interface.
Access Groups	Create and modify groups, controlling access to functionality, folders, Base Charts, Views, Fields, and even Branches.
Security	Create and modify Row-Level and Branch Level security profiles that can be used when configuring Access Groups.
Authorization	Configure Restricted Link access and automated Role and Access Group assignment..
Manage Users	Create and modify users, as well as their user experience within OrgChart.
UI Profiles	Create and modify profiles dictating the modules available for users to access.
Checkpoints	Backup or restore chart mode configurations.