Managing Account Settings in Zutrix
The Account Settings section in Zutrix allows you to configure your preferences, manage teams, integrations, billing, and more. Here’s a detailed guide to help you understand and use these features effectively:
1. General Settings
This section allows you to manage basic account details:
• Email Address: Update the email used for notifications and account-related communications.
• Timezone: Set your preferred timezone for accurate scheduling and data visualization.
Steps:
1. Navigate to the Settings menu.
2. Under the General tab, update your email or timezone as needed.
3. Click Save Changes to apply your updates.
2. Team Management
Collaborate with your team members by adding them to your account:
• Invite Team Members: Add collaborators by sending email invitations.
• Shared Projects: View projects shared with you by other team members.
Steps:
1. Go to the Teams tab.
2. Click + Invite Team Member to add collaborators.
3. Check the “Shared with Me” section to access shared projects.
3. Integrations
Link third-party tools for seamless functionality:
• Google Search Console: Connect your Google Search Console account to retrieve domain-level data and insights.
Steps:
1. Navigate to the Integrations tab.
2. Click Add Google Account to connect.
3. Follow the authentication steps to complete the integration.
4. Billing Settings
View and manage your subscription details:
• Current Plan: Check the details of your active plan, including the renewal date.
• Payment Method: Update your card or payment preferences.
• Usage Overview: Monitor your plan’s usage limits for features like audits, keywords, and backlinks.
• Invoices: Access all past and current invoices for your account.
Steps:
1. Select the Billing tab.
2. Click Manage Payment to update your payment information.
3. Use the View All button to access invoice history.
5. Whitelabel Settings
Customize your branding for reports and client communication:
• Create New Whitelabel: Personalize with your logo, company name, and domain.
• Manage Existing Whitelabel: Edit or remove whitelabel settings.
Steps:
1. Open the Whitelabel tab.
2. Click Create New Whitelabel and fill in the required details.
3. Save your settings to apply branding.
6. Security Settings
Protect your account and manage active sessions:
• Change Password: Update your password for security purposes.
• Active Sessions: View devices currently logged in to your account and terminate any suspicious sessions.
Steps:
1. Go to the Security tab.
2. Enter your current and new password under “Change Password” and click Update Password.
3. In “Active Sessions,” terminate any unwanted devices by clicking Terminate.
7. Reports
Schedule and manage automated reports for your projects:
• Schedule Reports: Set up periodic reports to be sent to your email.
• Manage Existing Reports: Pause, edit, or delete scheduled reports.
Steps:
1. Navigate to the Reports tab.
2. Click Add Scheduled Report and configure frequency, recipients, and branding.
3. Use the list view to monitor, edit, or delete existing reports.
Key Notes:
• Always save changes after making updates in any tab.
• For security, enable regular password updates and monitor active sessions.
• Ensure payment details are up to date to avoid service interruptions.
This comprehensive management system ensures full control over your Zutrix account and preferences, enabling seamless collaboration, billing management, and security.