Customer Portal User Manual

Refer to this document as your guide to navigating app.reasonautomation.com. Use the Table of Contents below to see how to change dashboard access, manage billing, and more.

User Management, Billing and Dashboards

Add/Invite users

1. To Invite users to your RA portal, Go to the "Users & permissions" page on the left sidebar at app.reasonautomation.com
2. Click “Add User”

3. Add their email address and name
4. Click on the check box under "Data Access" to designate which data sources you'd like to grant them access to
5. Click "Add user" to save

Edit user permissions

1. To edit user permissions, Go to the "Users & permissions" page on the left sidebar at app.reasonautomation.com
2. Under the "Brand Permissions" Column, click "Update Permissions" for the user that you'd like to make changes to

3. Click the respective check boxes to make them an Admin, a Billing Admin, or to allow them to Manage Data

Quickly Manage Billing

1. Go to the "Billing" page on the left sidebar at app.reasonautomation.com
2. 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

1. Go to the "Users & permissions" page on the left sidebar at app.reasonautomation.com
2. Under the "Brand Permissions" Column, click "Update Permissions" for the user that you'd like to make changes to

3. Under the "Dashboards" Column, click "Select" for the user that you'd like to make changes to

4. To unassign users to a seat, click “Manage seats” > “Unassign” > “OK”
5. To purchase seats, click “Purchase seat” > “Purchase Seat”

6. Confirm that you’d like to purchase the seat for the designated price

Updates to Connections Controls & Dashboard Exports

Rename a connection

1. Go to the "Home" page on the left sidebar at app.reasonautomation.com
2. Identify the connection that you want to make changes to
3. Click on the edit icon under "Actions"

4. Set your preferred API Connection name
5. 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

1. Go to the "Home" page on the left sidebar at app.reasonautomation.com
2. Identify the connection that you want to make changes to
3. Click on the trash can icon under "Actions"

4. 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)

1. Select the dashboard you'd like to download in the left sidebar
2. In the Upper right hand corner, Click "Download PPTX" or "Download PDF"

3. Select the specific pages you'd like included in the download
4. Select your preferred download format
5. Click "Export"

On this page

• User Management, Billing and Dashboards
• Add/Invite users
• Edit user permissions
• Quickly Manage Billing
• Managing & Purchasing Dashboard Seats
• Updates to Connections Controls & Dashboard Exports
• Rename a connection
• Delete Connections
• Exporting RA Dashboards