Navigating the Subscription & Customer Details

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Overview

The admin dashboard provides a centralized, at-a-glance view of key information for both individual subscriptions and your overall customer account.


Navigating the Subscription and Customer Details

Subscription information

Displays information regarding a single subscription linked to that contract. From the Subscription, you can access the following tabs:

  • Details: You can check Subscription Details, including the start and renewal dates of the subscription, as well as monthly billing information. Additionally, you can review Product Details, such as package names, prices, and the number of credits or licensed seats.

  • Product Restrictions: You can modify the limitations for a product that pertain to all subscriptions.

  • User Management: You can add, change, or delete users linked to a subscription. This is also where you can resend welcome messages or password reset emails.

  • Usage: You can generate Product Usage reports for Property Intelligence or Property List products.

  • Invoices: You view and download invoices for the subscription.

Customer Number information

Provides an overview of all subscriptions associated with your company's unique customer ID. From the Customer Number view, you can access the following tabs:

  • Details: You can view Subscription Information, including start and renewal dates, as well as monthly billing information, for every subscription associated with the Customer Number.

  • Users: You can add, change, or delete all users associated with the Customer Number. You can also resend welcome messages or password reset emails from the Users tab.

  • Invoices: You view and download invoices for all subscriptions associated with the Customer Number.