Admin - Manage Access and Billing

What is Organization?

Organization is the root node in the Electrik.AI hierarchy. An organization gets automatically created when the user sign up on the website along with his Billing Profile.

organization-Electrik.ai

How to access or update Organization?

Step 1: Sign-In to Electrik.AI, On the Home Page, click on Admin.
Step 2: On the Navigation bar, click Organization.
Step 3: Click on your Organization.
Step 4: Update Organization details such as Address, City, State, Country, Email, Phone etc. Click on the Save action button on top.
You have successfully updated Organization details. Detailed Steps Here. 

Manage Billing

What is Billing Profile?

Billing profile for an organization is created when a user sign up their organization on Electrik.AI website. It is used to define who pays for services used by the organization. You can add a payment method to your billing account at any time.

How to access & update Billing Profile?

Step 1: Sign-In to Electrik.AI, On the Home Page, click on Admin.
Step 2: On the Navigation bar, click Billing.
Step 3: Update Billing details. Click on the Save action button on top.
You have successfully updated Billing details. Detailed Steps Here. 

How to add Payment Method?

Step 1: Sign-In to Electrik.AI, On the Home Page, click on Admin.
Step 2: On the Navigation bar, click Billing.
Step 3: Select “Billing” icon in the right panel and Click “Add Payment Method” present at the bottom.
Step 4: You will be redirected to a secured stripe payment gateway. Enter your card information and hit save card. By saving your card information you allow Electrik.AI to charge your card for future payments.
You have successfully added Billing details. Detailed Steps Here. 

Manage Projects

What are Projects?

Project is a logical partition in an organization. Each Electrik.AI user has access to at least one project, either one they created themselves, or one that they were given access to by someone else.

Projects let you collaborate with team members, add permissions, and share resources across your whole team. Projects form the basis for creating, enabling, and using all Electrik.AI services including managing connections, flow, enabling billing, and managing permissions for users.

Projects can also be used to manage marketing campaigns as Electrik.AI ensures project information is present in data extracted from all data source in a project. Making it easier to connect data from different marketing channels used in a marketing campaign.

How to add Project?

Step 1: Sign-In to Electrik.AI, On the Home Page, click on Admin.
Step 2: On the Navigation bar, click Projects.
Step 3: Click on the ADD action button on top.
Step 4: Enter a Name, Description and Time zone & currency for your Project. Click on the Save action button on top.
You have successfully created a new Project. Detailed Steps Here.
Note: Time zone entered at project level is used as the day boundary for your flows, regardless of where the data originates. For data accuracy please ensure this is same as the Time zone of your Google Analytics View.

How to update Project?

Step 1: Sign in to your Electrik.AI, On the Home Page, click on Admin.
Step 2: On the Navigation bar, click Projects.
Step 3: Select the project you wish to update
Step 4: Update the desired fields. Click on the Save action button on top.
You have successfully updated Project details. Detailed Steps Here. 

How to delete Project?

Step 1: Sign in to your Electrik.AI, On the Home Page, click on Admin.
Step 2: On the Navigation bar, click Projects.
Step 3: Select the project you wish to delete
Step 4: Click on Delete action button on top.
You have successfully deleted Project. Detailed Steps Here.

Illustration Steps

How to access or update Organization?

Step 1: Sign-In to Electrik.AI, On the Home Page, click on Admin.

Sign-In to Electrik.AI, On the Home Page, click on Admin

Step 2: On the Navigation bar, click Organization.

On the Navigation bar, click Organization.

Step 3: Click on your Organization.

Step 3 Click on your Organization

Step 4: Update Organization details such as Address, City, State, Country, Email, Phone etc. Click on the Save action button on top.

Update Organization details

You have successfully updated Organization details.

How to access & update Billing Profile?

Step 1: Sign-In to Electrik.AI, On the Home Page, click on Admin.
Step 2: On the Navigation bar, click Billing.

Step 2 On the Navigation bar, click Billing.

Step 3: Update Billing details. Click on the Save action button on top.

Update Billing details. Click on the Save action button on top

You have successfully updated Billing details.

How to add Payment Method?

Step 1: Sign-In to Electrik.AI, On the Home Page, click on Admin.
Step 2: On the Navigation bar, click Billing.
Step 3: Select “Billing” icon in the right panel and Click “Add Payment Method” present at the bottom.
Step 4: You will be redirected to a secured stripe payment gateway. Enter your card information and hit save card. By saving your card information you allow Electrik.AI to charge your card for future payments.
You have successfully added Billing details.

How to add Project?

Step 1: Sign-In to Electrik.AI, On the Home Page, click on Admin.

Sign-In to Electrik.AI, On the Home Page, click on Admin

Step 2: On the Navigation bar, click Projects.

If you're using the expanded Navigation bar, click on Projects. 

Step 3: Click on the ADD action button on top.

Step 3 Click on the ADD action button on top.

Step 4: Enter a Name, Description and Time zone & currency for your Project. Click on the Save action button on top.

Step 4 Enter a Name, Description and Time zone & currency for your Project. Click on the Save action

You have successfully created a new Project. Detailed Steps Here. 
Note: Time zone entered at project level is used as the day boundary for your flows, regardless of where the data originates. For data accuracy please ensure this is same as the Time zone of your Google Analytics View.

How to update Project?

Step 1: Sign in to your Electrik.AI, On the Home Page, click on Admin.

Sign-In to Electrik.AI, On the Home Page, click on Admin

Step 2: On the Navigation bar, click Projects.

If you're using the expanded Navigation bar, click on Projects. 

Step 3: Select the project you wish to update; In this example we will select “Google Analytics”.

Select the project you wish to update

Step 4: Update the desired fields. Click on the Save action button on top.

Update the desired fields. Click on the Save action button on top

You have successfully updated Project details.

How to delete Project?

Step 1: Sign in to your Electrik.AI, On the Home Page, click on Admin.

Sign-In to Electrik.AI, On the Home Page, click on Admin

Step 2: On the Navigation bar, click Projects.

If you're using the expanded Navigation bar, click on Projects. 

Step 3: Select the project you wish to delete; In this example we will delete “Google Analytics”.

Select the project you wish to update

Step 4: Click on Delete action button on top.

Click on Delete action button on top

You have successfully deleted Project.

How to add Payment Method?

Step 1: Sign-In to Electrik.AI, On the Home Page, click onAdmin.

Sign-In to Electrik.AI, On the Home Page, click on Admin

Step 2:On the Navigation bar, clickBilling.

Step 2 On the Navigation bar, click Billing.

Step 3:  Select “Billing” icon in the right panel and Click “Add Payment Method” present at the bottom.

Select “Billing” icon in the right panel and Click “Add Payment Method” present at the bottom

Step 4: You will be redirected to a secured stripe payment gateway. Enter your card information and hit save card. By saving your card information you allow Electrik.AI to charge your card for future payments.

You will be redirected to a secured stripe payment gateway

You have successfully added Billing details.