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Account & users

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

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. Sign in methods

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, click your profile avatar in the top right and select Log out. You’ll be signed out of your current session.

Organization

You can belong to multiple organizations under a single account. If you have other organizations associated with your user account (specific email), you will see a list of those organizations to select. Organization

Switch organization

Click your profile avatar in the top right, then select the organization you want to switch to from the dropdown menu.

Invite members

Invite and manage members of your organization. Invite members 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.