Account

Quick Access

This guide provides instructions on how to manage your Account in Smart Site Plan. The Account area allows you to create new Projects, invite others to become members, share Projects, track usage, customize branding, and manage settings such as your password, security options, and subscription.

Subscription

Manage your subscription settings in the Subscription section. Go here to learn more about all available subscription options.

Customizing Logo

You can set an account-wide logo that appears across all projects. This logo provides consistent branding for your account unless overridden at the project level.

Security

The Security section allows you to manage account protection and login methods:

1. Change Password: Update your account password.
2. Set up a Passkey: Enable passkey authentication using your browser or device. This provides a faster login option without entering a password.
3. Two-Step Email Verification: An added layer of security. Requires users to re-verify their email every 30 days after a successful login.
4. Deactivate Account: Temporarily deactivate your account. To permanently delete your account, please contact us.

Navigating to the Projects Section

The Projects section is available to users with project management permissions. From here, you can view and configure all project-level options, including project details, styles, and user management.

1. Go to your Account.
2. Scroll to the Projects section.
3. If you manage another account, you will see a Manageable Accounts section with their projects.

Changing a Project Name

1. Select the project from the Projects section.
2. Select the option under Name to edit.
3. Enter the new name and confirm by selecting the checkmark to save.

Changing a Project’s Default Basemap

You can change the default basemap of a project. Invitees see this basemap when they open the project.

1. Select the project from Projects.
2. Select the option under Basemap.
3. Choose a basemap from the list to update your project.

Changing a Project’s Map Extents

You can set the default map extents of a project. Invitees see these extents when opening the project.

1. Select the project from Projects.
2. Select Change Initial View.
3. Adjust the map to your desired area and select Select Initial View to save.

Customize Default Layer Styles

Within a project, you can configure default styles for Layers. These settings apply to uploaded files and include:

• Text Background (default off)
• Allow Public Access for Layer Images (default on)
• Line Size (default 5)
• Text Size (default 15)
• Icon Size (default 25)
• Reset Styles to Default: Returns all settings to defaults above

Modify Project Logo

You can set a logo for a specific project. If chosen, this overrides the account logo, allowing project-level branding.

Go to Project

Use this option to directly navigate into the selected project.

Deleting a Project

Projects can be permanently removed from the account if needed.

1. Go to your Account.
2. Under Projects, select the project you want to delete. If you manage another account, check the Manageable Accounts section.
3. Select Delete project to permanently remove it.

Adding Administrators

Account owners can invite Administrators to help manage projects and members. Administrators have full read and write access to all projects under the account.

1. Go to your Account.
2. Select Add Admin.
3. Enter the email of the new administrator and confirm. The user will receive an email notification. If they do not have a Smart Site Plan account, they will receive free access through the activation link.
4. The invited administrator can access all projects by going to the Manageable Accounts section in Account.
5. Administrators can only be removed by the account owner who added them.

Removing Administrators

Only account owners can remove administrators previously added to their account.

1. Go to your Account.
2. Select the administrator you want to remove.
3. Select Remove admin to revoke administrative privileges.

Adding Users to a Project

Project managers can add users to their projects. See this article for steps.

Changing Permissions or Removing a User

Project managers can change a user’s role to Manager, Editor, or Viewer, or remove them entirely. Note: The Administrator role is set at the account level, not the project level.

1. Go to your Account.
2. Select the user you want to manage.
3. To remove the user, select Remove member. To change their role, select the option under Permission.
4. Viewer: Can only view data.
   Editor: Can upload, edit, and delete data.
   Manager: Has editor privileges plus can rename projects, adjust extents, invite users, and change user permissions.

Forms, Project States, and Shares

These sections list account-created items that support project workflows:

• Forms: Create, edit, or delete account forms.
• Project States: Manage states associated with project tracking.
• Shares: Control and update sharing options for account resources.

Need more help with Account? Our team is here to help. You can reach us at Smart Site Plan Support.