Table of Contents
Updates to User Management, Billing and Dashboards
Managing & Purchasing Dashboard Seats
Updates to Connections Controls & Dashboard Exports
Updates to User Management, Billing and Dashboards
Self-Service User Management
Add/Invite users
- To Invite users to your RA portal, Go to the "Users & permissions" page on the left sidebar at app.reasonautomation.com
- Click “Add User”
- Add their email address and name
- Click on the check box under "Data Access" to designate which data sources you'd like to grant them access to
- Click "Add user" to save
Edit user permissions
- To edit user permissions, Go to the "Users & permissions" page on the left sidebar at app.reasonautomation.com
- Under the "Brand Permissions" Column, click "Update Permissions" for the user that you'd like to make changes to
- Click the respective check boxes to make them an Admin, a Billing Admin, or to allow them to Manage Data
Quickly Manage Billing
- Go to the "Billing" page on the left sidebar at app.reasonautomation.com
- You now have the option to see your current plan, add a payment method, change your billing address, and view your invoice history
Managing & Purchasing Dashboard Seats
- Go to the "Users & permissions" page on the left sidebar at app.reasonautomation.com
- Under the "Brand Permissions" Column, click "Update Permissions" for the user that you'd like to make changes to
- Under the "Dashboards" Column, click "Select" for the user that you'd like to make changes to
- To unassign users to a seat, click “Manage seats” > “Unassign” > “OK”
- To purchase seats, click “Purchase seat” > “Purchase Seat”
Updates to Connections Controls & Dashboard Exports
Managing Connections
Rename a connection
- Go to the "Home" page on the left sidebar at app.reasonautomation.com
- Identify the connection that you want to make changes to
- Click on the edit icon under "Actions"
- Set your preferred API Connection name
- Click OK to save
Delete Connections
- NOTE: you will only be able to delete connections if you have more than one connection in your customer portal
- Go to the "Home" page on the left sidebar at app.reasonautomation.com
- Identify the connection that you want to make changes to
- Click on the trash can icon under "Actions"
- Click OK to confirm that you are deleting the correct connection
Exporting RA Dashboards
(Seller Core, Vendor Core, Seller Profit Toolkit, or Vendor Profit Toolkit)
- Select the dashboard you'd like to download in the left sidebar
- In the Upper right hand corner, Click "Download PPTX" or "Download PDF"
- Select the specific pages you'd like included in the download
- Select your preferred download format
- Click "Export"