Account Settings

The Account Settings section allows you to view and manage important account details, subscription settings, and user permissions. Here’s a breakdown of the key sub-sections available under Account Settings:

• Account
• Users
• System Subscriptions
• Total Usage Costs

Account

The “Account” section includes basic information about your ValidRecord account. The information is separated into five blocks: 

• Company Info: The general information about your company. Note: The account owner should fill in the company information manually once the account is created. The system retrieves the first and last names from the registration form. Only the account owner can make changes in this block, but users can still view the company information.   
• Personal Info: The general information about your profile in the system.
• Change Password: This block allows you to change your current password and configure complexity requirements to enhance security.
• Two Factor Authentication: This block allows you to enhance the security of your account by adding an additional layer of protection, such as a code generated by the Google Authenticator app when signing in.
• Session History: This block allows you to view the information about all log-ins to your account, including timestamps, user agent information, and IP addresses. Using this information, you can monitor and detect any suspicious activity on your account.

Users

The Users tab allows the account owner to manage users with access to your ValidRecord account. Other users can only view the information on this page. In this section, you can view a list of users associated with your account, search for specific users by name, email, or status, and review the status of each user (active or inactive).

This is helpful for administrators who need to control who has access to the platform and ensure that only authorized personnel are using the service.

How to Use the Users Tab

• Search: You can filter and search by Name, Email, and Status to easily find specific users within your account.
  
• User List: The table below the search bar shows all the users, including their names, email addresses, statuses, and dates of creation. Here you can quickly check the current status of each user.

System Subscriptions

The System Subscriptions section within the Account Settings provides a detailed breakdown of the features included in your current subscription, along with their pricing and status. This allows you to manage and track which features are active and how they contribute to your usage costs.

In this section, you’ll see a list of features that are part of your current plan. Here’s a breakdown of what each column represents:

• Feature: This column lists the available services you have access to depending on the product: iClaim/iClear..
  
• Price: The cost of each feature, which is typically billed per “ping” (a single usage of the feature).
  
• Unit: Shows the unit for measuring usage.
  
• Status: This indicates whether the feature is currently active in your subscription.

Total Usage Costs

The Total Usage Costs section provides a visual and tabular view of your account’s activity over a selected time period.

You can narrow down the search results using the following filters: 

• Period: Select the time range (Last 6 months, Last 12 months, Last 18 months, Last 24 months).
• Component: Select the component (iClaim, iClear).

The graph provides a comprehensive overview of how much you’re spending on iClaim/iClear services over time. It helps you keep track of your expenses and ensures you stay within your budget.

The tabular part contains the following information: 

• Month: The name of the month.
• Amount: The amount spent on the services.
• Quantity: The number of times any services were triggered.

The “Total & average” row at the bottom of the table shows the summary number for each column.