Introduction to Account

When you create a Wauld account, an organization account is automatically set up to represent your organization on the platform. This account serves as the central entity for managing system-wide settings and configurations. 

The Account Settings section allows you to control how your organization operates and appears across all workspaces. This article will guide you through understanding and managing these organization-level settings.

Note: Account Settings are different from your User Profile Settings. It’s important to understand this distinction to manage your account efficiently.

• Account Settings: Apply to the entire organization and can affect all users and workspaces under it. These settings can be accessed and edited by any Co-Owner.

• User Profile Settings: Specific to you as an individual user. Only you can view and update your profile information. To know more about user settings, visit: Introduction to User Profile Settings

Who Can Manage Account Settings?

Only users with Co-owner access can manage the Account Settings. Co-owners have full administrative control and are responsible for maintaining the organization’s presence and compliance on Wauld.

• Any co-owner can update organization information, assets, verification status, and manage other co-owners.

• To learn more about co-owners, visit: Inviting Co-owners

How to Access Account Settings

To access and manage Account Settings:

1. Log in to your Wauld account.

2. From the left-side navigation bar, click on Admin Centre.

3. You’ll land on the Account tab by default.

This tab provides a centralized tab to manage all your organization's core settings.

What You Can Manage in Account Settings

The Account tab is neatly divided into four sections, each offering distinct administrative functions:

1. Organization Details (Top Left)

   1. Displays your organization’s name, logo, and basic details.

   2. Any changes made here will be reflected across all workspaces, and some of this information will also appear in issued credentials.

   3. To learn more about updating your organization’s information, visit: Managing Organization Details.

2. Organization Assets (Bottom Left)

   1. A dedicated area to upload branding elements like logos and backgrounds..

   2. Assets uploaded here can be used in document designs across all workspaces.

   3. To learn more about organization assets, visit: Uploading Organization Assets.

3. Verification Banner (Top Right)

   1. Shows the status of your organization verification request.

   2. If your organization is undergoing verification, you’ll see progress updates here.

4. Co-owners List (Bottom Right)

   1. This section shows a list of all co-owners with the same admin access level as you.

   2. Each co-owner has full control over the organization’s account settings.

   3. You can invite or remove co-owners from here, depending on your current team structure.

   4. To know more about co-owners, visit: Inviting Co-owners.