This article describes the administrative experience for customers using the most recent version of Klips.
Don't see the button in your left navigation sidebar? This means you're using our legacy design. To access the settings described in this article, click your Account name (located at the bottom of the left navigation sidebar).
The access point for all administrative settings is the button located in the left navigation sidebar. You'll also find shortcuts here for the most common administrative actions. (See below.)
Note: The admin area is shared between our Klips and PowerMetrics products. As such, you may see some settings that are not applicable to the product you use. For example, published views apply to PowerMetrics, not Klips. This article only describes items that are relevant for Klips users. Go here if you use PowerMetrics.
Viewing and managing account settings
Clicking Account opens the Account page, where you view and manage account-wide settings, such as the account #, company name, primary contacts, billing, and payment history. This is also where you can delete the company account and configure company properties.
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Viewing and changing your pricing plan
Clicking Plan opens the Plan page, where you can view and make changes to your current plan.
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Configuring general settings
Clicking Settings opens the Settings page, where you configure branding and themes, security options (such as password requirements, lockout details, IP range restrictions, and Klip/Dashboard downloads), and general settings (such as time zone, date locale, and granting access to our Support Team). Depending on your account type and add-ons, you may also access single sign-on, warm-up refresh, domain alias and white-label settings here.
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- Changing your dashboard logo.
- Customizing lockout settings.
- Setting up an IP address range.
- Downloading Klips and dashboards.
- Setting a time zone.
- Setting the date locale.
- Granting access to the Support Team.
Managing account connections
Clicking Connections opens your list of connected accounts, where you can view, rename, share, re-authorize, and delete connections to services.
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Managing users
Clicking Users opens your list of users, where you can view, add, or delete users. You can also enter personal information for each user, including their first and last name and email address, and add user properties. Group and role membership is managed here on a per user basis. This is also where you configure sign-in options and multi-factor authentication for each user.
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Viewing and managing personal settings
Clicking My profile provides access to personal settings, for example, your first and last name, email address, password, and User ID. This is also where you can switch your sign-in type, enable or disable multi-factor authentication, view your current API Key or generate a new API Key, set dashboard options, and manage your group membership.
Configuring integrations
Clicking Account and then selecting Integrations, opens the Integrations page, where you manage the Klipfolio Klips integration with Slack.
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Managing roles and permissions
Clicking Account and then selecting Roles, opens the Roles page, where you can add custom roles, and add or remove users for default and custom roles. You can also view the permissions associated with each role. Note: The default roles that are included in Klipfolio cannot be edited or deleted.
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Managing groups
Clicking Account and then selecting Groups, opens the Groups page, where you can add and delete groups, edit group names and descriptions, see which dashboards, Klips, and data sources are shared with a group, and manage group membership (see which users are in a group and add users to or remove them from a group).
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Monitoring limits for your account
Clicking Account and then selecting Activity gives you access to your event logs. This is also where you view, disable, and delete published links to Klip dashboards and view refresh history.
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Accessing other Klipfolio products
Clicking Account and then selecting Products takes you to the All Apps page where you can access all Klipfolio products, including PowerMetrics, Klips, and MetricHQ.
Returning to product
When you're ready to exit the administration area and return to the product, click Back to Klips at the top of the left navigation sidebar.