Your Productsup account
Get an understanding of your Productsup account, how to access it, and what information it contains.
Introduction
The account level consists of all information in Productsup that relates to your company, such as all projects, their sites, user management, monitoring, and more.
Locate the account level in Productsup
Go to the account level in Productsup by performing one of the following actions:
Select the Productsup logo in the top left-hand corner of the platform.
Select your account name or the home icon in the breadcrumbs.
Go directly to the link ending with your account ID.
The overview of your Productsup account
The account level of the platform provides you with an overview of all projects within your Productsup account.
You can select the right arrow icon (>) on a project to expand it and get an overview of its sites. For example, the expanded Tracking Data project shown on the following screenshot has a site called Tracking Data for Retailer Demo.
In the upper ribbon, you can apply various options to your projects and sites:
Use the search bar to find a project or a site by name.
Use the Filter, Recent, Exports & A/B Exports, and Tags drop-down menus to filter projects and sites based on their states, exports, and tags.
Select Errors. In the pop-up window, search for the desired error name, select it from the drop-down list, and choose Search. This action lets you see the projects and sites that have the error you are looking for.
Select the graph icon to change the view of your account overview and have a different set of columns describing your projects and sites. By default, the account overview uses the warning view, as shown in the following screenshot.
The graph view provides such columns as ID, Title, State, Imported, Changed, Export(ed), Tags, Last Duration, and Last/Next Run.
The warning view provides such columns as ID, Title, State, Errors/Warnings, Imported, Last Duration, and Last/Next Run.
Perform a bulk action on multiple projects and sites simultaneously by selecting Bulk Option. See Use bulk options to perform actions across multiple sites for more information.
Select Unfold all Projects to expand all projects and see all their sites in your account overview.
Select Download to download a list of all projects and sites within your account as a CSV file.
The account's main menu
You can open the account-level menu by hovering over the purple logo on the left side of the view.
The accounts's main menu features include:
Overview - an overview of all projects and sites available for you according to your access rights.
Dashboard - an overview of errors and warnings among all your projects and sites.
Authentication - a feature that lets you add and view your authentications with external systems. See Add OAuth authentication to external systems for more information.
User Management - a feature that lets you add, edit, and remove users and change their access to sites and projects. See User Management for more information.
Monitor - a feature that lets you set up email alerts for error events and process breaks. See Monitor events overview for more information.
FTP Accounts - a feature that lets you add your FTP accounts in Productsup.
Activity - a summary of maintained and exported products by a selected month.
Shared Dataflow - a feature that lets you configure Dataflow once and reuse it across multiple sites. See Share dataflow with other sites.
Settings - a page where you can rename, delete, or move a site to another project.
Note
The number of available menu options depends on your user access rights. For example, the User Management menu option is only available to users with administrator rights.
See User types and access rights for more information.
Switch between Productsup and Retail platforms
The Productsup and the Retail platforms now share the same login.
If you have accounts in both platforms, you can switch between the platforms using the profile icon in the top-right corner of the page at the account, project, or site level.
Note
The Retail platform is also referred to as Retail PX. See Productsup Retail Platform Help Center for end-user documentation.
To switch between the platforms:
Select your user profile icon in the top-right corner of the page.
Select Workspaces.
