Access the “Admin Center” option from the side menu. Within this section, you can modify your Profile, User Settings, Currencies, Generate API Tokens and perform bulk imports.
View your profile settings on the “Profile” tab. You can update your basic information such as name, email ID, company name and also change password.
Access the “Users” tab to view the list of
a. active users from your organisation
b. users who have been invited to use Togai but haven’t accepted the invite\
Additionally, you can also add new users by hitting the “Invite New User” button.
Administrator - Full read and write access to all features
Analyst - Read only access to all features
Developer - Full access to Event schemas, Usage meters, Customers, accounts and settings
Product Manager - Full access to Price plans, Schedules, Invoices and credits. Read only access to Event schema, usage meters, customers, accounts, settings
Togai has a built-in support for multiple currencies to help you serve various geographies across the globe.
Base currency is the default currency for the organisation. All widgets on the dashboard display values in the base currency.
To add multiple currencies:
You can manage your organization’s aliases in this section. You can remove aliases from one account and assign them to a new account.
You can define the organization default for Net term days (credit period you want to give for a Due invoice)
If you have an Invoice sequencing format, that can be configured in this section.
You can also upload your logo to be used in your invoice template.
We covered invoice templates in the previous section.
This is the billing details of your company/organization that can be added to your invoice template. Togai supports multiple billing information configurations here that can be used in different templates.
The API Tokens tab helps you generate new tokens and also view a list of the older ones.
To create a new token:
Please note that you can toggle to deactivate a token and also delete it.
API tokens
Bulk Import tab allows you to upload a csv file to migrate your customers/accounts into Togai as well as ingest usage data for metering. We support ingestion of both events as well as license quantities via file upload here.
To bulk upload from your system:
You can migrate accounts from one plan to another with just a few clicks. Follow the steps below:
all accounts
to new price plan immediately
all accounts
to new price plan from next pricing cycle
without overrides
to new price plan immediately
without overrides
to new pricing plan from next pricing cycle