General

Account Management in Cobalt provides users with a robust suite of tools and functionalities to effectively administer, customize, and optimize their Cobalt accounts.

User can navigate to Account Management by clicking on the User Profile in the top right corner and selecting Account from the options.

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Profile

The Profile section allows users to view and manage their personal details, such as name and email. Additionally, users can access information about the organization they are associated with on the Cobalt platform, including the organization’s name, email, website, and icon URL.

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Team

In the Team section, users can explore the members of their account’s team, along with their respective roles. Users have the ability to invite or remove members from the account.

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Brand

From the Brand section, users can customize the primary and button colors of their brand, ensuring consistent branding across Linked Accounts’ UI.

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Access

In the Access section, users can manage access permissions for Cobalt team members, allowing them to make changes to the account as required. This feature ensures collaborative account management and workflow optimization.

With these comprehensive account management capabilities, users can tailor their Cobalt experience to align with their organizational needs and enhance overall efficiency.