Accessing the Admin Area
Click on Settings Icon in the top right to see admin drop down menu
In the admin area you can:
· Update your users name and password
· Add your company address(s)
· Manage User Access
· Set up Project and User Roles (Pro tier feature)
· Access the billing tab to update your CC information, and add, remove or change licenses
· Send a referral to a friend to sign up for a trial
· Review DesignSpec Privacy and Terms
Account Owner
Only the account owner can see the billing tab, they will be the only user on the account that can add or remove licenses from the account or update the billing card information.
Unlicensed Account Owner
There is an option to set up a team member as an unlicensed account owner. This is an unpaid license that allows a person to login and manage the account through the admin area. They will not be able to access project information, only the admin area tabs. Please notify us if you would like to set up a team member as an unlicensed account owner within your account, this is a set up we will need to do on the backend of your account.
Starting a Subscription
The account owner can go to the billing tab within the admin area. They can select the ‘Upgrade’ button within the subscription box to open the license option window.
· First select the license type
· Second select the number of licenses
· Then choose the payment period using the toggle at the top to select monthly or annual
· Lastly, select ‘Continue’ to add in the payment details