SpatialChat Account Dashboard

The dashboard is your new home page of SpatialChat. It will allow you to manage distinct Teams and Spaces in just one place.

You can enter the dashboard in these ways:

Dashboard panel

On the left side of your dashboard is a list of Teams that you're a part of. There are a few properties here:

  • All spaces in SpatialChat are created within a Team.
  • When creating a new account in SpatialChat or a new team, there will be one space, but you can add more later.
  • Both the Team and the Space in SpatialChat can have their own names..

To understand better what Teams are, take a look at this article explaining the idea.

https://help.spatial.chat/hc/en-us/articles/4583326162706

Team details

If you click on one of your Teams, it will roll out options like settings, users, upgrade, and plan details.

Let's click on "Settings" and see what happens.

Settings

On the Team's Settings, you can customize the name, upload a logo, leave the Team, or delete it.

💡
These settings are available for the Team Admin role only.

First, in the left dashboard panel, select the Team to which you want to make changes.

Next, click on the Team name and then go to Settings:

  • On Settings, the first option will be to upload a logo and change the name of your Team.
💡
You can upload a picture in PNG or JPG format, but keep in mind that only PNGs have transparency. The image has to be smaller than 1024x1024 pixels.
  • If your plan has white labeling to customize it with your own branding, you can also set it up.

You can learn more about it in this article:

  • Enterprise customers can also set up SSO functionality to access the app through a single authentication source.

You can learn more about it in this article:

Changes are saved automatically.

  • At the bottom of the settings page, you can leave the team or delete it.
💡
When you remove a Team, your subscription to SpatialChat is stopped (unless there are other Team or subscription restrictions).

User Panel

Below the "Settings" section, you will find the "Team Users" panel. This includes people who have accepted your invitation and possess a specific level of access to team spaces.

You can use it to:

  • View the list of users (filtering by role and space is available.)
  • Invite new users.

You can read more about it in this article:

User management within the Team panel | SpatialChat Help Center
With the List filtering, you can search space members easier discover two new drop-down lists in your dashboard: All roles and All spaces
  • Manage user access levels, either elevating or lowering them.
💡
This is available for both Team Admin and Space Admin roles.
  • Remove users from the team.

There's also a separate Guests of Spaces. These are users who can access certain spaces but don't have the authority to manage or moderate them.

You can read more about them in this article:

User roles comparison | SpatialChat Help Center
SpatialChat utilizes a role-based system, providing different levels of access to settings, space management, and Team account.

Plan details

Below the "Users" tab is the "Plan Details" panel. Here, you can view and manage your subscription details, such as:

  • Plan Name,
  • End Date of subscription,
  • Team capacity — the maximum number of users in your team,
  • Amount of spaces you're allowed to create.
💡
Available for Team Admin only.

Learn more about managing your subscription in this article:

How to upgrade your subscription
💡This option is exclusively available to the Team Admin. How to upgrade your current subscription First of all, log in to your account and click on your Team: * Then choose ‘Upgrade’: * Here, you can choose one of the subscriptions: If you already have a Regular subscription and want…

Managing your account

To manage your account, click on the avatar located in the top right corner. When you do, a pop-up menu will present three main sections.

Three main sections appear in the pop-up menu:

  • Your Profile,
  • Account Settings,
  • Integrations,
  • Logout (this is a button to exit your account)

Let’s delve deeper into these sections.

Your profile section

In this section, you can:

  • Update and upload your avatar.
  • Modify or input your name and pronoun.
  • Share a brief description about yourself, for example, "28 y.o., marketer, SpatialChat".

Remember to click "Save Changes" after making your updates.

Account settings

Here, you have the options to:

  • Change the email address associated with the account.
  • Permanently delete the account.
💡
If you delete the account, you will lose access to your profile and teams.

BUT

Keep in mind that your Team will not be deleted in this case, so we recommend deleting it first if needed.

After you delete your Team and your account, your personal data will also be automatically deleted from our database.