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Account and team

Manage your CloudX account settings, profile information, and team members. Invite users to collaborate and assign roles to control access.

Profile

To access account and user profile:

  1. Click Settings in the bottom left corner
  2. Select Profile from the dropdown menu
CloudX propertyDescription
Full nameYour display name. Click Edit to change it.
Email addressThe email address associated with your account.
Connected accountsShows which authentication method you use.
PasswordSet a password to access your account.
UI PreferencesChoose your language preference: English, Chinese.

Members and roles

CloudX offers three role types to control access and permissions. Each role provides team members with the appropriate level of access.

Admins can manage members and their roles from the Team page. Access it by clicking Settings > Team.

This page lists all active members and shows their role, email, and last active time.

Role types

RolePermissions
AdminAdmins have full control over the CloudX account.
MemberMembers can create and manage monetization inventory but cannot manage team access.
ViewerViewers have read-only access to CloudX.

Sign in methods

CloudX provides multiple ways to sign in: email authentication, Google, or GitHub.

Create an account

Click Sign up at the bottom of the sign in page. You can create an account using any of the sign in methods above. When you create an account, you’ll be prompted to set up your profile and organization settings.

Logging out

To log out, open the organization menu in the sidebar and select Logout. You’ll be signed out of your current session.

Organization

You can belong to multiple organizations with the same sign-in email. The organization menu lists the organizations you can access.

Switch organization

Open the organization menu in the sidebar, then select the organization you want to switch to.

Create another organization

Administrators can create another organization from the organization menu.

  1. Open the organization menu in the sidebar.
  2. Select Create a new organization.
  3. Enter the Organization name. Optionally select your job role under What is your role?.
  4. Click Continue. By continuing, you agree to the Terms and Conditions and Privacy Policy linked in the form.

The dashboard switches to the new organization, where you are an administrator. You can return to your other organizations from the same menu.

Invite members

Invite and manage members of your organization.

To invite a new team member:

  1. Navigate to the Team page
  2. Click Invite user
  3. Enter the user’s email address
  4. Select a role
  5. Click Invite

An invitation will be sent to the email address with a link to complete their account setup.