Account settings¶
The fields and actions on the account admin pages at /admin/accounts/ID. The left pane names the account; the title bar names the page.
Pages¶
| Page | Contents |
|---|---|
| Activity | Month by month: the month's usage, Free credits, Monthly usage limit, the Credit usage breakdown chart, User activity and Project activity |
| Billing | Managed Google Cloud Billing with Google Cloud Billing ID, Google Cloud Billing Account, Current calendar month spend, Last 7 days spend, Last 30 days spend; Invoices |
| Members | Members table, Add member, auto-enrol chip, requests chip, Search people |
| Branding | The account brand that interview and shared artifact pages use |
| Interviews | Custom domain for interview pages |
| Artifacts | Custom domain for shared artifact pages |
| Support | The account's support portals |
| Settings | Account profile, Billing information |
Activity is locked, with a lock icon, while no member of the account has access to Alis Ideate or Alis Build.
Account profile¶
| Field | Editable | Notes |
|---|---|---|
| Display name | Yes, via Edit account | The name shown across the console |
| Country | No | Set at creation; decides the invoicing currency |
| Description | Yes, via Edit account | Free text |
| Account ID | No | Shown under the profile |
Billing information¶
Shown on Settings in three groups: Billing contact, Company details and Billing address. A chip reading Incomplete billing information appears while the account has no payment method on file.
| Field | Notes |
|---|---|
| Primary email | Receives invoices |
| Phone | International format |
| Additional emails | Further invoice recipients |
| Legal name | Business accounts |
| Trading name | Business accounts |
| VAT number | Business accounts |
| PO number | Copied onto invoices |
| Address | Billing street address |
| Country or region | Country of the billing address |
Whether the account is billed as An individual or A business is chosen during billing setup and decides whether the business fields are required.
Actions on Settings¶
| Action | Effect |
|---|---|
| Edit account | Opens Update account to edit Display name and Description; Save |
| Edit billing information | Dialog with the billing fields above, plus an optional city or town; Save changes |
Members table¶
| Column | Contents |
|---|---|
| Checkbox | Selects the member for a bulk action; 20 at most |
| User | Name and masked email |
| Product access | Alis Ideate switch and Alis Build switch; each opens a grant or revoke dialog |
| Account admin | Role icon; opens Confirm permission update |
| Remove | Remove all access; opens Confirm member removal |
Rows that are not members: N pending access requests (opens Access requests) and the auto-enrol Rule row (opens Product auto-enrol). Both hide while a search is active.
Add member dialog¶
| Control | Notes |
|---|---|
| Add people by email | Search existing users or type a full address to add a new one; up to 20 |
| Given name, Family name | Shown for a single new user |
| Product access | Tiles Alis Ideate and Alis Build; neither is required |
| Add / Add N members | Adds and emails each person |
| Manage access | Replaces Add when the one person staged is already a member |
Bulk action bar¶
Grant or revoke Alis Ideate access, grant or revoke Alis Build access, grant or revoke admin access, Remove all access. Each action confirms the affected members; removal requires typing the member count.
Product auto-enrol dialog¶
| Control | Notes |
|---|---|
| Recognised domains | Email domains the organisation owns; type and press Enter |
| Alis Ideate, Alis Build switches | Auto-enrol per product; disabled until a domain exists |
| What happens | Describes the effect of the current switches |
Access requests dialog¶
Lists each requester and when they asked. Actions: Approve, Decline, Approve all. Approving gives the person Ideate and Build access.
Invoices¶
| Column | Contents |
|---|---|
| Statements | Invoice number |
| Issued at | Issue date |
| Total due | Amount outstanding in the account's currency |
| Status | Due or Paid |
| Actions | Pay invoice (due invoices), View statement, Download statement |
The statement panel shows Statement number, Issued date, line items (Description, Quantity, Unit price, Total), Total excl VAT, VAT, Total due and Download invoice.
Accounts list¶
/admin/accounts lists the accounts the user can open as cards with name and description, a search field, and New account. Cards for accounts the user cannot read are disabled.
New account¶
/admin/accounts/new creates an account in steps: What would you like to call your account?, What country would you like to create your account in?, Review your account details, Create account. Details cannot be changed once created. The creator becomes the account's admin; billing setup follows when the account is first used.