Administering your Klipfolio account
The access point to admin settings depends on the actions you want to take:
If you're interested in general account settings:
- In the left navigation sidebar, click on your Account name, and select Settings. (See below.)
If you're interested in accessing other Klipfolio products or modifying details for groups, and users (and their roles and permissions):
- In the left navigation sidebar, click the button, and select Klipfolio Account. (See below.)
General account settings
You access general settings for the account by clicking your Account name and selecting Settings. Here you can configure various personal and company-wide settings, such as primary contact information, security settings, and branding and themes. You can also perform other admin tasks, such as enabling single sign-on, managing your connected accounts, and viewing event logs.
Note: Because the admin areas are shared between Klips and PowerMetrics, there are some feature settings that are only applicable to one of our products. For example, company properties are supported in Klips but not in PowerMetrics.
User, group, role, and permission settings
You access user, group, role, and permission settings by clicking the button, selecting Klipfolio Account, and then opening the Users & Permissions tab. Here you can perform admin tasks such as adding and deleting users, creating groups, and assigning roles.
Note: Because the admin areas are shared between Klips and PowerMetrics, there are some feature settings that are only applicable to one of our products. For example, user properties are supported in Klips but not in PowerMetrics.
Accessing other Klipfolio products
If you want to try a different Klipfolio product or learn more about metrics in MetricHQ, click the , select Klipfolio Account, then click Home. From here, you can open Klipfolio products that you currently own or start a new trial (Klips) or account (PowerMetrics). You can also open MetricHQ, a Klipfolio community that's all about metrics. Go here to learn more about MetricHQ.