Settings

Table of Contents


Overview

settings_overview_The Settings module is available from the Settings link in the upper-right corner of the screen. In this area of the application you can manage your Account Details and the settings regarding User Management.

Here are the options in the settings menu:

  • My Account with Account Details, Whitelabel & PDF Reports, Subscription, Payment History.
  • User Management with Users Overview and Add New User.

settings_options


My Account

Account Details
settings_account_details_In the Account Details area you have the following settings:

Dialog Options

Login Details
Edit Press this button in order to make this group of fields editable. In editable mode, the group will look like this:settings_edit_mode_

After you’re done with it, you have two options: Save Changes or Cancel.

Username The username cannot be changed.
Password Change the existing password.
Confirm Password Retype the new password.
Account Details
First Name Modify your first name.
Last Name Modify your last name.
Company Insert your company name.
Email Modify your email (must be unique in the system).
Phone
Email Notifications You can also set the email alerts received from CognitiveSEO and their frequency and opt to receive the CognitiveSEO newsletter.
Email Alerts By checking this option you will automatically opt to receive all email alerts listed below: Link Management (both weekly and daily), Rank Tracking (both weekly and daily) and Campaigns.
Link Management By checking this flag you will receive by email all alerts generated by the Link Management module.
Rank Tracking By checking this flag you will receive all email alerts generated by the Rank Tracking module.
Campaigns By checking this flag you will receive all email alerts generated by the Campaigns module.
Newsletter By checking this flag you will receive via email the CognitiveSEO newsletter.

 

Cancel Account
settings_change_subscriptionIn the last group of the account settings you can cancel your CognitiveSEO account. When you press the Account Cancellation link, a screen with all subscription choices is displayed. In case you wish to change your subscription type, in this dialog you have the possibility to downgrade or upgrade your subscription. If your intention is, however, to cancel your account, you can do that by clicking the Cancel Account link and approve the action by typing the word confirm on the top right corner of the screen.

 

Whitelabel & PDF Reports
settings_whitelabelIn this group you can set up a “white-label” on the entire account. White-label is a neat option that allows you to rid your reports and screens of the CognitiveSEO logo and upload your own logo, in case you want to present reports and live data to your own clients. The sub-domain can also be changed to a name of your choice. These changes are manually approved by the CognitiveSEO team. If you opt to change both sub-domain and logo, the CognitiveSEO watermarks will no longer appear on the charts.

For PDF reports you have the possibility to add a higher resolution logo.

 

Subscriptions
settings_subscriptionsIn the Subscriptions group, you can find billing related information. You can see when your next charge is due, what your actual billing plan is and what amount you are paying monthly, your subscription limits and what you have left to use for the current month.

Dialog Options

Update Payment Info If you want to update your credit card or PayPal data, you can use this button.
Change Subscription Use this button to upgrade your subscription.

In the Subscriptions group you also have the possibility to cancel your account. The only difference if you choose to unsubscribe from this area, is that you will be able to use your account for the entire period that you’ve already paid, while in the Account Details area, the Cancel Account option closes your account on the spot (the account is automatically erased and you will no longer be able to access it).

 

Payment History
settings_payment_historyIn the Payment History group, you can view all the payments that have been made in the past. When clicking a payment link, the corresponding invoice will be displayed. You can view, save, or print the invoice, as needed.

 

User Management
settings_user_managementIn this area, you can view the created users. To modify existing users, you must press the Users Overview item. If you want to create a new user, you just have to click Add New User and the new user form is opened.


User Overview
settings_user_overview_By default, this area is in read only mode. In you want to modify the selected user, press the Edit button. The following form is displayed:

settings_user_edit_

Dialog Options

These are the options in the Users Overview area:

Account Details
User Name Edit the user name. This field is mandatory
Password Edit the password. This field is mandatory.
Retype Password Retype the password. This operation is mandatory.
Profile Color Choose user profile color. This option comes in handy in the To-dos area, if the user needs to use it.
Contact Information
First Name Edit the user first name. This field is mandatory.
Last Name Edit the user last name. This field is mandatory.
Company Enter the company name. This field is not mandatory.
Email Enter the user email address (it must be unique in the system). This field is mandatory.
Phone Enter the user telephone number. This field is not mandatory.
Personal Note Add a personal note for the user, if necessary. This field is not required.


Add New User
These are the options in the Add New User area:

settings_user_access

User Access
Active You can use this flag to activate or inactivate a user. If a user is created but inactive, he/she will not be able to logon into the system.
Role

In this drop-down you can select from a number of predefined roles. If you want to create a new role, use the Add New Role button that displays a list of all possible rights that can be assigned to a new user. This list actually includes all the application modules and the rights available for assigning for each module. You can assign a user the right to read a module, to write it, or you can restrict the access in a certain area. In the last case, the user will not be able to access the corresponding area in the application.

Under the Role assignment combo, the Role Matrix is displayed, in accordance with the user rights selected for every application module.

Read Only User Check this flag if you want to give the user only reading access to the site modules.
Add New Role Use this button to add a new role. The following dialog is opened:settings_add_new_role
Campaigns You can assign any number of campaigns between zero and all available. The users you create can be used both for your own team as well as for your customers. For example, if you set white-label on the entire application and you create an account for your clients, they will be able to login with read only rights, only on the modules you choose to give them viewing rights, and only on the campaigns of interest to them. In this way, your clients can see in real time how their campaign evolves and the work you are putting in for them.

After the new user is created, it will be displayed in the existing users list. In this list you can use the Delete and Modify options to remove/change users.

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