Articulate 360: Managing Your Profile, Account, and Preferences

David Fair
By David Fair

The Articulate 360 desktop app gives you quick access to your profile and account settings, including preferences for desktop notifications and interface language.

Manage Your Profile and Account

  1. Open the Articulate 360 desktop app by clicking the icon in your computer’s system tray or by double-clicking the shortcut on your desktop.
  2. Click the drop-down arrow in the upper right corner and choose Profile & Account. Your Articulate 360 account will open in your default web browser.

  3. You’ll see up to four tabs on the left side of the screen, depending on whether you’re the account owner, a team admin, or an end user. (Learn about user roles.) See the following table for details on each tab.

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.

This tab displays the team name, subscription renewal date, and contact information for the primary admin in case you need help.

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:

Set Your Preferences

  1. There are two ways to access your preferences. Open the Articulate 360 desktop app, then click the drop-down arrow in the upper right corner and choose Preferences. Or, right-click the Articulate 360 icon in your computer's system tray (by the clock) and choose Preferences.
  2. The first thing you’ll see is the version number of your Articulate 360 desktop app. This information is helpful when you’re working with Articulate Support on an issue.

  3. Notifications are enabled by default. You’ll get Windows notifications, like the one shown below, for Articulate 360 events, such as when new updates are available. If you’d prefer not to see these notifications, uncheck the Show notifications box.

  4. You can help improve Articulate 360 desktop products by sending usage data to our servers. We analyze feature metrics and error reports from Articulate 360 desktop products as well as device and browser data when learners view published output. If you'd prefer to opt out of these analytics, uncheck the Privacy box. Learn more.
  5. Want to change the interface language for your Articulate 360 apps? Choose your preferred language from the drop-down list, click Save, then restart all your Articulate apps, including the Articulate 360 desktop app itself. (To restart the Articulate 360 desktop app, right-click the Articulate 360 icon in your system tray by the clock and choose Quit. Then launch it again from your desktop shortcut or your Start menu.)

    The language setting controls the interface language for the Articulate 360 desktop app, Storyline 360, Studio 360, Replay 360, and Peek 360.
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