ADMIN GUIDES

Administration Overview

FoxBound Knowledge Base / Administration / Overview

Manage Users, Credits, and Roles

Written by Zach Sergio

Last updated on Dec 11th, 2019

As an Admin or Owner of your FoxBound instance, you have the ability to reallocate credits, invite/remove users, manage payments and more. We’ll review everything you need to know!

First, navigate to the Settings area by clicking your name in the top right corner.

Inviting and Removing Users

Click into the Team tab.

When your account is provisioned with users, it’s time to bring them into the platform. Click Invite User to upload your team’s information.

If you have more than one user, simply separate the users by a comma to invite the team.

We’ll display a quick confirmation to make sure the invite was sent.

To remove a user, check the box on their row to prompt an additional set of actions. From here, you can remove as needed.

Roles and Permissions

Each member of a FoxBound team can have one of two roles, Admin or Member. An Members have full access to the FoxBound platform: Pursuit, DataDen, and DataScout. In addition to Member’s capabilities, Admins have the ability to change the team’s name, allocate credits, manage payments and users.

To assign a Role, highlight the user and click “Profile” and you’ll be prompted with the dialogue box below:

Billing

FoxBound accepts credit card payments and ACH transfer. To manage your plan and subscription, navigate to the billing area.

Credit Allocation

For each FoxBound user, there will be 2,500 credits allocated per month by default. To reallocate credits amongst users, click checkbox and press Credit Limit to prompt the box below