Account Module
The Account Module provides a centralised space for managing core business information, usage analytics, and billing records within the CRM. This is where administrators can configure company-level settings, update branding and authentication information, and view insights related to system engagement and subscription details.
Accessing the Account Module
To access the Account Module: Main Menu > Settings > Account
The module consists of four main views: Setup, Usage, Billing & Invoices. Each view is designed to give administrative users full control over business credentials, branding, and subscription-related activities.
Setup View
The Setup view allows users to manage core company profile settings. This is typically the first step in personalising your CRM environment.
Features available:
- Logo Customisation: Upload or change logos for Dark Mode and Light Mode interface preferences.
- Business Registration Details: Update or modify the company’s: Registered name, Company number, Tax ID (if applicable), Industry type or sector.
- Sign-in Options: How your people sign in. See Sign-in Options below.
- Locations Management: Add, edit, or remove physical or operational locations of the business. These can later be linked to proposals, operations, or field assignments.
Sign-in Options
Sign-in Options lists every way your people can sign in. IPGN sets it up from what you told us when your account was created. The sign-in page and the phone app show every option in the list, so keep only the ones your company uses.
| Option | Use it when |
|---|---|
| Microsoft (listed as MS Entra in Edit Mode) | Your company uses Microsoft 365 work accounts. |
| Your company uses Google Workspace accounts. | |
| Some of your people have no company Microsoft or Google account. They set a password the first time they sign in. An admin who signs in this way must also set up an authenticator app; see Security. |
To change the list, open Account › Setup, turn on Edit Mode, change Sign-in Options and save. You can't save an empty list, or one without the way you sign in yourself, because you'd be locked out.
Usage View
The Usage view displays telemetry data related to system activity and engagement across the business.
Features available: Monthly User Activity
View how many users accessed the system each month
Monitor the number of:
-
Users actively viewing the system
-
Users performing edits or actions within modules