Articulate 360: Managing Your Profile, Account, and Preferences

Tab

Description

Your Profile

Manage your profile details, including your:

• Name
• Organization
• Country
• Phone number
• Preferred language
• Password
• Email subscription preferences

If you’re a member of more than one Articulate 360 Teams subscription, you can switch between teams by clicking the View link in the lower right corner and choosing another team from your list.

Be sure to click Save when you're done editing your profile.

Manage Team

Only team owners and admins can see the Manage Team tab and manage users and seat assignments.

Watch this video to see team management in action, then review the details below.

There are three interactive areas on the screen: the team name, the Team tab, and the Admins tab. See below for a description of each.

Team Name

• If you're the account owner, you can change the team name by clicking it and choosing Change Team Name from the drop-down list that appears.
• If you belong to more than one team, you can switch between your teams by clicking the team name and choosing Switch Team from the drop-down list that appears.

Team Tab

• See the total number of seats available for your team and how many seats are currently unassigned.
• Add users to your team by entering their email addresses in the user grid and clicking Invite. (An email icon appears in the Status column for invited users. When they accept your invitation, their status will change to a green circle with a check mark.)
• Delete a user from your team by hovering over their email address, clicking the X that appears at the end of the row, and clicking Remove. (What happens to a user’s data when they’re removed from your team?)

Admins Tab

• Add admins to your team by entering their email addresses in the admin grid and clicking Invite. (An email icon appears in the Status column for invited users. When they accept your invitation, their status will change to a green circle with a check mark.)

Team Info

Users who aren't an account owner or an admin of a team see the Team Info tab, which displays:

• Team name
• Subscription number
• Subscription renewal date
• Account owner
• List of admins for the team
• List of all team members

Billing

Only the account owner, the person who purchased the subscription, can see the Billing tab and manage the subscription.

• Switch between your teams, if you have more than one, by clicking the team name and choosing Switch Team from the drop-down list that appears.
• See when your annual subscription is scheduled to renew and how many days remain in the current term at the top of the screen.
• Purchase additional seats for a team subscription by clicking Buy More Seats. Details here.
• Manage your payment method by clicking Update and entering new payment details.
• Download a PDF copy of your invoice by clicking Invoice beside any billing event.

Support

Use the Support tab to:

• Access the Articulate knowledge base
• Ask questions in the community forums
• Contact Articulate Support
• Request new features