Accounts
Industrility Platform | Operations Reference Guide
The Accounts app gives administrators a complete view of their organization's profile, license status, and platform usage — and lets Super Administrators manage multiple accounts from one place.
📋 Account Details Page
The main Accounts page shows four summary cards at the top of the screen.
Card 1 — Account Details
| Field | Description |
|---|---|
| Id | The unique account identifier (e.g., AN-Account1). |
| Name | The display name of the organization (e.g., Industrility). |
| The primary contact email for this account. | |
| Contact | The primary phone number for this account. |
| Location | The city and state/country where the account is based (e.g., Seattle, WA). |
Card 2 — License Details
| Field | Description |
|---|---|
| Name | The name of the license plan assigned to this account. |
| Type | The license type (e.g., standard, enterprise). |
| Asset Tier | The tier determining how many assets this account can register. |
| App Tier | The tier determining which apps are available to this account. |
| Tags | Any classification tags applied to this license. |
Card 3 — Subscription Term
| Field | Description |
|---|---|
| Status | Whether the subscription is currently active, expired, or in another state. |
| Start Date | The date the current subscription term began. |
| End Date | The date the current subscription term expires. |
| Issue Date | The date this subscription was issued or last renewed. |
| Next Renewal Date | When the subscription is next due for renewal. |
Card 4 — Contact Us
Industrility's direct support contact information for this account.
| Field | Description |
|---|---|
| Support Plan | The support tier associated with this account. |
| Industrility support email address (support@industrility.com). | |
| Contact | Industrility support phone number. |
⚠️ Non-obvious: The Contact Us card shows Industrility's support contact — not your own organization's contact. Use this card when you need to reach platform support for licensing, billing, or technical escalations.
📊 Account Snapshot
Below the four summary cards, the page displays an Account Snapshot — a rolling 12-month view of platform activity for your account. Each entity has a total count on the left and a bar chart showing how many records were created each month on the right.
Snapshot Entities
| Entity | What It Counts |
|---|---|
| Systems | Total number of systems registered in the account. |
| Assets | Total number of assets registered across all systems. |
| Manuals | Total number of documents uploaded to the Manuals app. |
| Parts | Total parts records in the account. Shows "Still Loading..." for large datasets while data is being fetched. |
| Users | Total number of user accounts in the system. |
| Roles | Total number of roles defined in the account. |
| Security Groups | Total number of security groups configured in the account. |
| Outcomes | Number of Outcomes records, broken down by Readers and Authors. |
Parts Created Chart — Bar Colors
The Parts Created chart uses color coding to distinguish part types:
| Color | Part Type |
|---|---|
| 🔵 Blue | Part (standard saleable part) |
| 🟡 Yellow / Gold | Component (sub-assembly or component part) |
| 🟠 Orange | nonSalable (parts not available for sale) |
⚠️ Non-obvious: Some snapshot counts (particularly Parts) display "Still Loading..." while data is being calculated. If you see this message, wait a moment and refresh the page — it does not indicate an error. Very large accounts with tens of thousands of parts records may take longer to fully load.
⚠️ Non-obvious: The snapshot charts reflect the last 12 rolling months — not the current calendar year. A spike in a specific month indicates a bulk import or major onboarding event, not necessarily a sustained rate.
🔐 Who Can See What
| Your Role | What You Can Access |
|---|---|
| Super Administrator | Full account details, account snapshot, and the full accounts list with the ability to switch between accounts. |
| Administrator | Account details page and account snapshot only. Cannot see the accounts list or switch accounts. |
| All other roles | No access to the Accounts app. |
✏️ Edit Account Details
Click the ✏️ pencil icon in the top-right corner of the Accounts page to open the Edit Account Details form. This is accessible to Administrators and Super Administrators only.
The edit form is a multi-step wizard. Each section is numbered and can be expanded in sequence. You can click SKIP on any section to leave it unchanged and move to the next.
Step 1 — Account Details
| Field | Description |
|---|---|
| Name | The organization's display name on the platform. |
| Description | A short description of the account (e.g., "Serverless App Platform for Your Installed Base"). |
| Website | The organization's public website URL. |
| Contact Name | The primary contact person's name for this account. |
| Contact Email | The primary contact email address. |
| Address | The organization's physical address. |
| Accepted Domains | Email domains permitted to register users on this account. Enter each domain and press Enter to add it as a chip (e.g., industrility.com, cb.com). Remove a domain with the × button. |
| Application URL | The URL where this account's platform instance is hosted. |
| Country Code | International dialing code for the phone number. |
| Enter Phone Number | The account's primary contact phone number. |
| Display Name | The name shown to end users in the platform interface (e.g., Industrial OEM). This may differ from the internal account Name. |
| From Email | The email address used as the sender for all outbound platform notifications sent to this account's users. |
| Enable offline usage | Checkbox. When enabled, allows users to access certain platform features without an active internet connection. |
| UPLOAD LOGO | Attach the organization's logo. Used in platform branding, reports, and customer-facing outputs. |
Step 2 — Footer Details
Controls what appears in the footer area of your platform pages — useful for branding consistency.
| Field | Description |
|---|---|
| Footer Title | The main title shown in the footer (e.g., your company or app store name). |
| Footer Subtitle | A short tagline or description displayed beneath the footer title. |
| FOOTER IMAGE | Upload an image or logo to display in the footer. |
Step 3 — Ecommerce Configuration
Configures your online store and payment settings. Only relevant if your account uses the Ecommerce or StoreFront apps.
| Field | Description |
|---|---|
| Stripe Secret Key | Your payment processor secret key for accepting transactions. |
| Stripe Publishable Key | Your payment processor publishable key used on the storefront. |
| Orders To Email | The email address that receives order notifications when a customer places an order. |
| Stripe Payment | Checkbox — enable or disable Stripe as the payment method for your store. |
| Send Follow-up Reminder Email After (Days) | Number of days after a quote is sent before a follow-up reminder is automatically emailed to the customer. Leave blank to disable. |
| Send Automatic Followup Email (Reminder) | Checkbox — enables or disables automatic follow-up reminder emails for open quotes. |
| Send Expiration Reminder Email After (Days) | Number of days before a quote expires that an expiration reminder is sent to the customer. |
| Send Automatic Expired Email (Reminder) | Checkbox — enables or disables automatic expiration reminder emails. |
| Quote Sync Waiting Time (Minutes) | How long the system waits before syncing quote updates. |
Step 4 — Asset Configuration
Controls the default display behavior of the Assets app across your account.
| Field | Description |
|---|---|
| Select Tile 3 | Choose what information appears in the third summary tile on every asset detail page (e.g., Asset Status). |
| Select Tile 4 | Choose what information appears in the fourth summary tile on every asset detail page (e.g., Asset Score). |
| Dealer Label | The label used for the dealer/distributor field across the platform (e.g., dealer-RK). Customize this to match your organization's terminology. |
| Preferred Asset Tab | The tab that opens by default when a user navigates to any asset detail page (e.g., Parts). |
Step 5 — Asset Registration Configuration
Controls how new assets are registered and what information is visible when viewing child assets.
| Field | Description |
|---|---|
| Show Asset Preview | Whether a preview of the asset is shown during registration (Yes / No). |
| Preview Apps | The apps shown in the asset preview panel. Add app names as chips (e.g., Timeline). |
| Asset Registration | The registration method for new assets (e.g., Direct Access — users register assets directly without an approval step). |
| Registration Request Email To | The email address that receives a notification when a new asset registration request is submitted. |
| Default Parent User | The default user assigned as the parent/owner of newly registered assets. |
| Default Apps To Install | Apps that are automatically installed on every new asset registered in this account. |
| Child Assets Tab Column Visibility | Checkboxes to control which columns are visible in the child assets list on an asset detail page. Options include: Name, Serial #, Telematics Serial #, Model, Make, Validity, Hotspot Circle. |
Step 6 — Email Template Configuration
Select and customize the email templates used for automatic platform notifications. Click the List of Templates dropdown to choose a template to configure.
Available templates:
| Template | When It Is Sent |
|---|---|
| Scheduled/Completed Maintenance | When a maintenance job is scheduled or marked complete |
| Meter-Based Maintenance | When a meter-based maintenance trigger is reached |
| Cron-Based Maintenance | When a scheduled (time-based) maintenance is triggered |
| Access Granted | When a user is granted access to the platform |
| Alert Notification | When an alert fires on an asset |
| App Secret Key | When a new API access key is generated |
| Off Cycle Maintenance | When an unplanned maintenance event is logged |
| Inquiry Created | When a new customer inquiry is submitted |
| Ordered Items | When items in an order are confirmed |
| Order Created | When a new order is placed |
💡 Select any template from the dropdown to view or edit its content. Use SKIP if you do not need to make changes to email templates at this time.
Step 7 — Prompt Configuration
Controls the AI prompt behavior for features like TwinGPT and DocGPT. Select a prompt from the List of Prompt dropdown to view or adjust it.
Available prompts:
| Prompt | What It Controls |
|---|---|
| Quote Prompt | AI behavior when generating quotes |
| Order Place (Quote) Prompt | AI behavior when placing an order from a quote |
| Order Confirm (Quote) Prompt | AI behavior when confirming an order |
| Auto Select Document Prompt | How the AI automatically selects relevant documents |
| DocGPT PM Extraction Prompt | How DocGPT extracts preventive maintenance data from documents |
| DocGPT Other Sections Prompt | How DocGPT handles other document sections |
| DocGPT Troubleshooting Extraction Prompt | How DocGPT extracts troubleshooting information |
💡 These prompts are pre-configured by Industrility. Only adjust them if you have been advised to do so by your Industrility account manager.
Step 8 — Lifecycle Phases Stages Configuration
Defines the phases and stages used in the LifeCycle tab on asset detail pages. Each phase represents a major period in the asset's life, and each stage is a sub-step within that phase.
How to configure:
Two build methods are available — TEMPLATE (upload a pre-built file) or FORM (build directly in the UI).
Using the FORM tab:
| Action | How |
|---|---|
| Add a Phase | Click + Add Phase at the bottom. Enter a Phase Name (e.g., Installed, Maintenance, Operational, Modernization, Disposal). |
| Add a Stage to a Phase | Click + Add Stage under the phase. Enter a Stage Name (e.g., Commissioning, Repaired, Operations, Upgraded, Disposed). |
| Remove a Stage | Click ✕ Remove Stage next to the stage name. |
| Remove a Phase | Click ✕ Remove Phase next to the phase name. This also removes all stages within it. |
📌 The phases and stages you define here become the options available when logging lifecycle events on any asset. Set these up to match your actual asset lifecycle process before teams begin using the LifeCycle tab.
Buttons: ✕ CANCEL · 💾 SAVE
Step 9 — Viewer Configuration
Controls the behavior of the 2D and 3D document viewer used in the asset Parts tab and document viewer.
| Field | Description |
|---|---|
| Viewer 2D Sheet Color | The background color used for 2D drawing sheets in the viewer (e.g., Black). |
| Zoom-In % (between 0.1 to 1) | How much the viewer zooms in when a user clicks zoom. Enter a value between 0.1 (minimal zoom) and 1 (maximum zoom per click). |
| Select Extension To Disable | File extension types that should be hidden or disabled in the viewer dropdown. |
| Select Layers To Disable | Specific drawing layers to hide by default when a 2D document is opened. Type layer names and press Enter. |
| Ignore Version Numbers? | Whether the viewer should ignore file version numbers when displaying documents (Yes / No). |
Step 10 — Parts Configuration
Controls how the Parts tab displays across all assets in your account.
| Field | Description |
|---|---|
| Parts List Type | The format used to display parts lists (e.g., Full BOM — shows the complete bill of materials). |
| Parts Tab Column Visibility | Checkboxes to control which columns are visible in the Parts tab on asset detail pages. |
Available column options:
| Column | Description |
|---|---|
| ☑ Part # | The unique part number |
| ☑ Name | Part name |
| ☐ Description | Part description (hidden by default) |
| ☑ Quantity | Quantity installed |
| ☑ DWG # | Drawing reference number |
| ☑ Validity | Whether the part is currently valid |
| ☑ Buy | Link to purchase the part |
| ☐ hotSpotCircle | Interactive hotspot indicator on diagrams |
| ☐ Old Part # | Legacy part number reference |
| ☐ Customer Part # | Customer's internal part number |
| ☑ Add To RFQ | Button to add the part to a request for quotation |
💡 Check only the columns your team uses day-to-day. Hiding unused columns keeps the Parts tab clean and easier to navigate, especially on mobile or smaller screens.
Step 11 — Manuals Configuration
Controls the default document repository behavior for the Manuals app.
| Field | Description |
|---|---|
| Select Repository Asset | Choose the asset whose document repository is used as the default source for the Manuals app. |
| General Documents | The document categories available as general references across the platform. Add category chips (e.g., Introduction, Theory of Operation, Production Factors, Safety Management). Remove any category with the × button. |
💡 Use SKIP if your Manuals app is already configured and you are only updating another step in this wizard.
Form Buttons
| Button | Description |
|---|---|
| ✕ CANCEL | Discards all changes and returns to the Account details page. |
| ⏭ SKIP | Saves nothing for the current section and advances to the next step. |
| 💾 SAVE | Saves the current section and advances to the next step. |
⚠️ Non-obvious: The Accepted Domains field is a security control — only email addresses from the listed domains can be used to create new user accounts. If a user reports they cannot be created or cannot log in, check that their email domain is on the accepted list. Adding a new domain takes effect immediately after saving.
⚠️ Non-obvious: The Display Name and From Email fields affect what users see in their email notifications and in the platform header. Changes here are account-wide and take effect for all users on their next interaction.
🔄 Workflows
Workflow 1 — Review Your Account's License and Subscription Status
- Open Settings (⚙️ gear icon, top-right) and click Accounts.
- Review the License Details card — note the Asset Tier and App Tier to understand your plan limits.
- Review the Subscription Term card — check the End Date and Next Renewal Date to confirm the subscription is current.
- If the Status shows anything other than active, or if the End Date has passed, use the Contact Us card to reach Industrility support.
✅ Result: You have a clear picture of your account's license status and know when renewal is due.
Workflow 2 — Check Platform Growth Over the Last 12 Months
- Open Settings → Accounts.
- Scroll below the four summary cards to the Account Snapshot section.
- Review the total count for each entity (Systems, Assets, Manuals, Parts, Users, Roles, Security Groups).
- Read the bar charts to see which months had the most activity — large bars indicate bulk imports or major onboarding events.
- Use the Parts chart color key (Part = blue, Component = gold, nonSalable = orange) to understand the composition of parts growth.
✅ Result: You have a month-by-month picture of how the platform has grown and where the heaviest data loading occurred.
Workflow 3 — Update Account Contact Information or Branding
- Open Settings → Accounts and click the ✏️ pencil icon.
- Step 1 — Account Details: Update the fields that have changed (Name, Contact Email, Phone, Address, Display Name, From Email, Logo).
- Click SAVE to commit Step 1, then SKIP through any subsequent steps you do not need to change.
- Verify the changes by returning to the Accounts main page and reviewing the Account Details card.
✅ Result: Updated account information is reflected across the platform immediately, including in user-facing email notifications.
Workflow 4 — Add an Accepted Email Domain for New Users
- Open Settings → Accounts and click the ✏️ pencil icon.
- Step 1 — Account Details: Locate the Accepted Domains field.
- Type the new domain (e.g., newpartner.com) and press Enter. It appears as a chip.
- Click SAVE.
- Return to Users (Settings → Users → +) and create the new user with their email address at the newly added domain.
✅ Result: Users with the new domain can now be created and will be able to log in to the platform.
💡 Best Practices
-
Check the Subscription Term card before major onboarding events. If your account is close to its End Date, new users or assets added just before expiry may lose access when the subscription lapses. Renew before starting large rollouts.
-
Keep the From Email address current. All platform notifications to your users come from this address. If it becomes invalid or is not monitored, users may miss important notifications about alerts, cases, and audit updates.
-
Review Accepted Domains before adding partner or distributor users. If you are onboarding users from a new organization, you must add their email domain to Accepted Domains in Step 1 of the Edit form before their accounts can be created.
-
Use Display Name for customer-facing branding, Name for internal reference. The Display Name is what end customers and sub-users see in the platform header and in email subjects. Keep it professional and consistent with your organization's external brand.
-
Monitor the Users Created chart to spot unusual account activity. An unexpected spike in user creation may indicate a bulk import was run — or unauthorized account creation. The snapshot chart makes anomalies visible at a glance.
-
Use SKIP freely during account editing. You do not need to review all 11 configuration sections on every edit. SKIP advances through sections without changing them, so you can go directly to the section you need without disrupting other settings.
⚡ Tips & Shortcuts
| Tip | How |
|---|---|
| Get to Accounts quickly | ⚙️ Settings gear icon (top-right) → Accounts. |
| Check if a subscription is about to expire | Open Accounts and check the End Date and Next Renewal Date in the Subscription Term card. |
| Contact Industrility support | The Contact Us card on the Accounts page always shows the current support email and phone. |
| Add a new email domain for user creation | Edit Account Details → Step 1 → Accepted Domains → type domain → press Enter → Save. |
| See how many assets are in the account | The Assets count in the Account Snapshot gives the real-time total for your account. |
| Understand a Parts chart spike | Hover over the bar to see the exact count; check the color legend (blue = Part, gold = Component, orange = nonSalable). |