Track subscriptions and logins in Tools & Access

Click the apps menu (the grid icon) and choose Tools & Access. It brings your subscriptions, billing reminders, purchase details and client account logins together. Switch between the Subscription and Credentials tabs, and narrow the list with All Organisations, All Platforms and All Departments.

Each subscription shows the platform, user count, organisation, owner, department, login email or username, password and notes.

1. Click Add New Subscription.
2. Choose the Organisation and enter the Platform Name, Platform URL, Login Email / Username, Password and any Notes.
3. Add the Current Plan, the Price and how often you pay, and the Next Billing Date.
4. Turn on Renewal Reminder and choose when you want to be reminded, for example one day before.
5. Under Define Access, choose the Department and People who can see it, then click Add New Subscription.

The animation below walks through these steps.

On the Credentials tab, add the logins for client accounts, such as social media or ad accounts, so your team can find them in one place.

• Passwords stay hidden. Use the icons next to a login to copy it or reveal it.
• Audit Logs keeps a record of activity.
• Turn on Expired to find old subscriptions, and open Archived to see ones you’ve put away.

• Manage your integrations
• Keep your account secure