Following on from our User Roles Guide, below we will cover all account settings available to our Guest, Member, and Admin roles.
Account & Workspace Settings Overview
Profile
Profile settings are available to Guest, Member, and Admin roles.
Edit your:
Name
Email
Job role
Password
Within profile settings, you can also delete your account.
Feedback History
Feedback history is available to Guest, Member, and Admin roles.
View all of your feedback history
Add further annotations to any of your feedback
Download screenshots
Delete screenshots
Open feedback pages directly
Open the feedback in your issue tracker/PM tool (Member & Admin only)
Extension
Available to Guest, Member, and Admin roles.
Extension is a useful space where you can download the latest available versions of our browser extensions.
Personal Integration Accounts
Available to Member and Admin roles.
You can use your personal accounts to create projects and report feedback in your name.
This is useful if many of your members have their own credentials for your issue tracker / PM tools. When they connect their own personal accounts, all Marker.io website feedback created by them will appear from their accounts instead of from the main initial integration account.
Note: Guests will always report via the initial main integration account.
General Workspace Settings
Available to Admin roles.
In General Workspace settings, Admin roles can:
Change the Company name
Allow future members to join this workspace via their email address (Domain Join)
Delete the workspace
Custom Branding
Available to Admin roles.
In Branding, Admin roles can:
Upload a Company logo
Enable & Disable the "Powered by Marker.io" branding
Shared Integration Accounts
Available to Member and Admin roles.
In Shared accounts member and admin roles can view, disconnect, resync, and connect to new integration accounts. These accounts are shared with their entire team.
Plans
Available to Member and Admin roles.
Here your Member and Admin roles can subscribe to a paid plan for the team, and Admin roles may upgrade and downgrade any existing plans.
Billing
Available to Admin roles.
Within Billing, your Admin roles can
Change the current subscription plan
Switch to annual or monthly billing
View past invoices
View and edit billing details
Choose to receive invoices via email
Cancel the current subscription.
Members
Available to Member and Admin roles
Within the Members settings, Member and Admin roles can:
View all members
Invite new members
Remove existing members
Additionally, Admin roles can:
Upgrade and downgrade members and admins to other user roles
Guests
Available to Member and Admin roles
Within the Guests settings, Member and Admin roles can:
View all guests
Invite new guests (Remember to also assign each guest to a particular project)
Remove existing guests
Additionally, Admin roles can:
Upgrade and downgrade guests to other user roles