Account and settings reference
Settings and Account reference
Reference for the tabs of the Settings page, the display currency options, the API key rules, the subscription statuses, and the cookie categories.
This page lists the values of the Settings page and the Account page, in the order of the tabs of the Settings page. For the Members tab, see Roles and members.
Settings page
Section titled “Settings page”| Tab | Who sees it | What it holds |
|---|---|---|
| Workspace | Everyone | The display currency of the workspace. Only an Admin can change it. |
| Members | Everyone | The people who have access to the workspace. Only an Admin can invite a person, change a role, or remove a person. |
| API keys | Admin | The keys that authenticate requests to the Prescient GraphQL API. |
| Billing | Admin | The status of the subscription and the button that opens the billing portal. |
| Subject | Rule |
|---|---|
| Hidden tabs | A Viewer does not see the API keys tab or the Billing tab. |
| Link to a tab | The address of the page holds the open tab, so you can share a link to one tab. A link to a tab that you cannot see opens the first tab. |
| Availability | The Settings page stays available during onboarding and when the subscription of the workspace has lapsed. |
Display currency
Section titled “Display currency”| Option |
|---|
| USD | US Dollar |
| EUR | Euro |
| GBP | British Pound |
| CAD | Canadian Dollar |
| AUD | Australian Dollar |
| JPY | Japanese Yen |
| MXN | Mexican Peso |
| BRL | Brazilian Real |
| INR | Indian Rupee |
| SGD | Singapore Dollar |
| Subject | Rule |
|---|---|
| Default | USD. |
| Effect | The display currency labels each currency figure in the workspace: spend, revenue, and cost-per metrics. The product does not convert the stored amounts. |
| Who can change it | An Admin. A Viewer sees the currency and cannot change it. |
API keys
Section titled “API keys”Columns of the API keys table
Section titled “Columns of the API keys table”| Column | What it shows |
|---|---|
| Name | The name that you gave the key. |
| Key | The first 8 characters of the key. The table never shows the full key. |
| Channel scope | All channels, or the names of the channels in the scope of the key. |
| Expires | The expiration date, Never, or the Expired badge. |
| Last used | The time since the last request with the key, or Never. |
| Actions | The Revoke button. |
API key rules
Section titled “API key rules”| Subject | Rule |
|---|---|
| Who can manage keys | An Admin. A Viewer does not see the API keys tab. |
| Name | Required. |
| Expiration | Optional. A key with no date in Expires at never expires. |
| Channel scope | Optional. A key with no selected channel has access to each channel. The list holds the advertising channels and the outreach channels of the workspace. |
| The full key | The product shows the full key 1 time, in the dialog that opens after you create the key. You cannot get the full key later. |
| Revoke | A revoked key stops working immediately. You cannot undo a revoke. |
| Expired key | A key that is past its date stays in the table with the Expired badge. |
API key messages
Section titled “API key messages”| Message | What it means |
|---|---|
| No API keys yet | The workspace has no key. Select Create API key. |
| Name is required. | Type a name for the key. |
| Expiration date is invalid. | Select a valid date in Expires at, or leave the field empty. |
| No channels available for this company. | The workspace has no channel to select. You can create the key with no channel scope. |
For the API itself, see API overview.
Billing
Section titled “Billing”Subscription statuses
Section titled “Subscription statuses”The status badge on the Billing tab shows one of these values. The billing portal sets the status.
| Status |
|---|
| Active |
| Trialing |
| Past due |
| Unpaid |
| Canceled |
| Incomplete |
| Inactive |
Billing rules
Section titled “Billing rules”| Subject | Rule |
|---|---|
| Who can manage billing | An Admin. A Viewer does not see the Billing tab. |
| Active subscription | A workspace with an Active subscription has full access. |
| Trial | A trial gives access until 5 days after the end date of the trial. |
| Pages that stay available | Settings and Account stay available when access is limited, so an Admin can open the Billing tab. |
For what happens when access is limited, see Subscriptions and access.
Account page
Section titled “Account page”| Subject | Rule |
|---|---|
| Name and email | The Account page shows your name and your email. The page has no control to edit them. |
| Availability | The Account page stays available during onboarding and when the subscription of the workspace has lapsed. |
| Workspace menu | The workspace name at the top of the sidebar is a menu only when you are a member of 2 or more workspaces. With 1 workspace, the name is a link to the home page of the workspace. |
Cookie settings
Section titled “Cookie settings”| Category | State | What it covers |
|---|---|---|
| Strictly necessary | Always on | Cookies for sign-in, security, and your preferences. You cannot turn them off. |
| Performance and analytics | You choose | Cookies that record the pages you open and the controls you select in this browser. |
| Subject | Rule |
|---|---|
| Scope of the choice | The choice applies to the browser in which you make it. |
| How long the choice lasts | The product stores the choice in a cookie for 1 year. |
| Activity that is always recorded | The product states that account activity, for example a sign-in, is always recorded on its servers. The Performance and analytics switch does not change this. |
Related
Section titled “Related”- Account and settings: the guides and the concepts of the product area.
- Change the display currency: the steps for the Workspace tab.
- Create and revoke an API key: the steps for the API keys tab.
- Manage billing: the steps for the Billing tab.
- Change your cookie settings: the steps for the cookie settings.
- Subscriptions and access: what a subscription status changes.