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What can I do as Account Admin?

See what permissions account admins have access to, including how to add or remove users/licence holders & manage add-ons.

Every Beauhurst subscribing team will have at least one account Administrator. This is usually the person involved with procuring access to the platform or the first user on the subscription, but can also be adjusted to any person with account access (e.g. the lead contact for the subscribing organisation).

Account Settings:

Click the cog wheel icon in the top left corner of the platform to see a list of options. Here, users can:

  • Access their own account settings, including information on the level of access (Full or Viewer), and when the subscription ends

  • Manage active licences (Admin only)

  • Configure Alerts from Collections or Shared content

  • Connect or change settings for any integrated platforms such as Salesforce or Dynamics

  • View your Custom Data credit balance and prompts

  • Access the API key, if applicable (Admin only)

Subscription Settings (Admin only):

  • Move licenses around by adding/removing users

    • How to Add or Remove a User from your Subscription

If you would like to know who the Account Admin is for your subscription or would like any support with this, please get in touch with your Support Team.

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