How to Manage Your Account Settings

The Settings module gives you easy access to your account information and lets you manage the settings for your Marketplace account at any time.

Account administrators can access the module by navigating to the main menu in the Client Portal and then selecting Settings.

Account setting options

In your account settings, you'll find various options enabling you to review your basic account details and manage your users, licensees, groups, and other properties.

Use the following links to learn about these options and how to use them:

• Account - Update the account information for your organization, such as your account name and logo, company contact information, and address.

• API tokens - Create API tokens to access the modules programmatically and manage your existing tokens as needed.

• Audit trail - Track all activity within your account and view the audit records.

• Buyers - View a list of buyers mapped to your account and enable, disable, or edit buyer details.

• Groups - View a list of groups in your account. Add or remove groups and edit groups as needed to easily manage the access permissions for each group of users.

• Licensees - Create new licensees and manage your licensees by updating the licensee information, and enabling or disabling licensees.

• Sellers - View a list of SoftwareOne entities linked to your account.

• Users - Add or remove users from the account, resend invitation links, and edit groups to which the user has access.