# Account Management ### About this export | Field | Value | | --- | --- | | **content_type** | course | | **platform** | contentstack-academy | | **source_url** | https://www.contentstack.com/academy/courses/account-management | | **language** | en | | **product_area** | lytics | | **learning_path** | standalone | | **course_id** | account-management | | **slug** | account-management | | **version** | 2026-03-01 | | **last_updated** | 2026-04-28 | | **status** | published | | **keywords** | ["lytics"] | | **summary_one_line** | Get started setting up your Lytics account and granting access to your teams. | | **total_duration_minutes** | 2 | | **lessons_count** | 2 | | **video_lessons_count** | 2 | | **text_lessons_count** | 0 | | **linked_learning_path** | standalone | | **linked_assessment_ref** | LMS_UNCONFIGURED_COURSE_ASSESSMENT | | **markdown_file_url** | /academy/md/courses/account-management.md | | **generated_at** | 2026-04-28T06:55:34.078Z | | **intended_audience** | [] | | **prerequisites** | [] | | **related_courses** | [] | > **Academy MD v3** — companion `.md` for Ask AI. Quizzes and graded assessments are **LMS-only**; this file never contains answer keys. ## Course Overview | Metadata | Value | | --- | --- | | Catalog duration | 2m 9s | | Released (if known) | 2026-03-01 | | Product area | lytics | ### Description Get started setting up your Lytics account and granting access to your teams. ### Learning objectives 1. Follow each lesson in order. 2. Practice in a training stack using placeholders **YOUR_STACK_API_KEY** and **YOUR_DELIVERY_TOKEN** in local `.env` files only. 3. Validate API responses against the official documentation. ### Topics covered lytics ## Course structure ```text account-management/ ├── 01-account-settings · video · 75s ├── 02-access-control-and-roles · video · 54s ``` ## Lessons ### Lesson 01 — Account Settings #### Video details #### At a glance - **Title:** Account Settings - **Duration:** 1m 15s - **Media link:** https://cdn.jwplayer.com/previews/LZfcyS7t - **Publish date (unix):** 1751913097 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 115085 kbps - video/mp4 · 180p · 180p · 137772 kbps - video/mp4 · 270p · 270p · 149099 kbps - video/mp4 · 360p · 360p · 161430 kbps - video/mp4 · 406p · 406p · 171082 kbps - video/mp4 · 540p · 540p · 191094 kbps - video/mp4 · 720p · 720p · 224066 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/LZfcyS7t-120.vtt` #### Transcript In the top right corner, you'll find access to your primary account settings. From here, you'll find access to things like usage, how many inbound events, and outbound events your account is using. You can also switch to different billing periods in the top right corner just by clicking and selecting a different period. Profile access control, are those shared publicly to the website, API tokens, who has access to such tokens. Here, when you go to create an API token, you'll also be asked which roles to choose. So you can grant only specific access to the token, such as discovery insights or audience management. You'll have JavaScript tag related account settings, API specific account settings, such as timeouts. Content settings, this one's an important one to visit early on and set your content domains allow list so that you're classifying the right content as we cover off in our classification module. Security, and then schema. The best way to get started here is likely to visit LearnDoc Linux for a full read through on all the available account settings, what they do, and when you might want to use them. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:07.120 In the top right corner, you'll find access to your primary account settings. 2 00:00:07.120 --> 00:00:12.020 From here, you'll find access to things like usage, how many inbound events, and outbound 3 00:00:12.020 --> 00:00:13.820 events your account is using. 4 00:00:13.820 --> 00:00:17.420 You can also switch to different billing periods in the top right corner just by clicking and 5 00:00:17.420 --> 00:00:21.620 selecting a different period. 6 00:00:21.620 --> 00:00:27.460 Profile access control, are those shared publicly to the website, API tokens, who has access 7 00:00:27.460 --> 00:00:28.460 to such tokens. 8 00:00:29.180 --> 00:00:32.660 Here, when you go to create an API token, you'll also be asked which roles to choose. 9 00:00:32.660 --> 00:00:38.620 So you can grant only specific access to the token, such as discovery insights or audience 10 00:00:38.620 --> 00:00:42.460 management. 11 00:00:42.460 --> 00:00:50.620 You'll have JavaScript tag related account settings, API specific account settings, such 12 00:00:50.620 --> 00:00:53.500 as timeouts. 13 00:00:53.500 --> 00:00:57.740 Content settings, this one's an important one to visit early on and set your content domains 14 00:00:57.740 --> 00:01:02.620 allow list so that you're classifying the right content as we cover off in our classification 15 00:01:02.620 --> 00:01:03.620 module. 16 00:01:03.620 --> 00:01:07.340 Security, and then schema. 17 00:01:07.340 --> 00:01:10.620 The best way to get started here is likely to visit LearnDoc Linux for a full read through 18 00:01:10.620 --> 00:01:14.220 on all the available account settings, what they do, and when you might want to use them. ``` ```transcript [00:00] In the top right corner, you'll find access to your primary account settings. [00:07] From here, you'll find access to things like usage, how many inbound events, and outbound [00:12] events your account is using. [00:13] You can also switch to different billing periods in the top right corner just by clicking and [00:17] selecting a different period. [00:21] Profile access control, are those shared publicly to the website, API tokens, who has access [00:27] to such tokens. [00:29] Here, when you go to create an API token, you'll also be asked which roles to choose. [00:32] So you can grant only specific access to the token, such as discovery insights or audience [00:38] management. [00:42] You'll have JavaScript tag related account settings, API specific account settings, such [00:50] as timeouts. [00:53] Content settings, this one's an important one to visit early on and set your content domains [00:57] allow list so that you're classifying the right content as we cover off in our classification [01:02] module. [01:03] Security, and then schema. [01:07] The best way to get started here is likely to visit LearnDoc Linux for a full read through [01:10] on all the available account settings, what they do, and when you might want to use them. ``` #### Lesson text Learn about important account settings and how to monitor your account usage. **Note**: On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. ## What will I learn? * Can I monitor how much my account is being used? * What kind of settings should I consider reconfiguring? In this guide, we'll introduce you to available account settings that can be modified to ensure you are getting the best possible returns from Lytics. For more information, see our [Account Settings documentation](https://learn.lytics.com/documentation/product/features/account-management/editing-your-account). #### Key takeaways - Connect **Account Settings** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 02 — Access Control and Roles #### Video details #### At a glance - **Title:** Access Control And Roles - **Duration:** 54s - **Media link:** https://cdn.jwplayer.com/previews/MYAfZahY - **Publish date (unix):** 1751913429 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113780 kbps - video/mp4 · 180p · 180p · 142646 kbps - video/mp4 · 270p · 270p · 159961 kbps - video/mp4 · 360p · 360p · 173826 kbps - video/mp4 · 406p · 406p · 187654 kbps - video/mp4 · 540p · 540p · 220434 kbps - video/mp4 · 720p · 720p · 268230 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/MYAfZahY-120.vtt` #### Transcript Role management within Linux is quite simple. We'll first start by accessing our list of current users from the top right menu. Simply clicking and going to Manage Users. Here, you'll be presented with a list of all current users for this specific account. Within this menu, you can go into a specific user, say Alice, and view all of the permissions that that current user has. Here, by toggling them on or off, I can grant or revoke access to specific roles that have been predefined. Likewise, I can give the user admin access, which is going to give access to all the other sub roles available. The best way to get started is going to be to go to learn.linux, where we have a section on managing account users and the specific permissions and roles available. Here, it's going to break down in finite detail what each role has access to, so that you can decide which role is best for each user on your team. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:03.240 Role management within Linux is quite simple. 2 00:00:03.240 --> 00:00:05.320 We'll first start by accessing our list of 3 00:00:05.320 --> 00:00:07.800 current users from the top right menu. 4 00:00:07.800 --> 00:00:10.620 Simply clicking and going to Manage Users. 5 00:00:10.620 --> 00:00:12.640 Here, you'll be presented with a list of 6 00:00:12.640 --> 00:00:15.640 all current users for this specific account. 7 00:00:15.640 --> 00:00:18.840 Within this menu, you can go into a specific user, 8 00:00:18.840 --> 00:00:21.400 say Alice, and view 9 00:00:21.400 --> 00:00:23.640 all of the permissions that that current user has. 10 00:00:23.640 --> 00:00:25.960 Here, by toggling them on or off, 11 00:00:25.960 --> 00:00:27.840 I can grant or revoke access 12 00:00:27.840 --> 00:00:30.160 to specific roles that have been predefined. 13 00:00:30.160 --> 00:00:33.080 Likewise, I can give the user admin access, 14 00:00:33.080 --> 00:00:34.240 which is going to give access to 15 00:00:34.240 --> 00:00:36.600 all the other sub roles available. 16 00:00:36.600 --> 00:00:38.800 The best way to get started is going to be to go to 17 00:00:38.800 --> 00:00:41.720 learn.linux, where we have a section on 18 00:00:41.720 --> 00:00:42.920 managing account users and 19 00:00:42.920 --> 00:00:45.000 the specific permissions and roles available. 20 00:00:45.000 --> 00:00:46.400 Here, it's going to break down in 21 00:00:46.400 --> 00:00:49.080 finite detail what each role has access to, 22 00:00:49.080 --> 00:00:50.400 so that you can decide which role is 23 00:00:50.400 --> 00:00:52.840 best for each user on your team. ``` ```transcript [00:00] Role management within Linux is quite simple. [00:03] We'll first start by accessing our list of [00:05] current users from the top right menu. [00:07] Simply clicking and going to Manage Users. [00:10] Here, you'll be presented with a list of [00:12] all current users for this specific account. [00:15] Within this menu, you can go into a specific user, [00:18] say Alice, and view [00:21] all of the permissions that that current user has. [00:23] Here, by toggling them on or off, [00:25] I can grant or revoke access [00:27] to specific roles that have been predefined. [00:30] Likewise, I can give the user admin access, [00:33] which is going to give access to [00:34] all the other sub roles available. [00:36] The best way to get started is going to be to go to [00:38] learn.linux, where we have a section on [00:41] managing account users and [00:42] the specific permissions and roles available. [00:45] Here, it's going to break down in [00:46] finite detail what each role has access to, [00:49] so that you can decide which role is [00:50] best for each user on your team. ``` #### Lesson text Find out how to assign roles and set permissions in Lytics. **Note**: On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. ## What will I learn? * How do I invite users to my account? * How do I change roles and permissions? * What roles are available to assign? In the "Access Control And Roles" video, we'll introduce you to Lytics user roles and how they can be modified to control which of your users has access to what. For more information, see our [Managing Users documentation](https://docs.lytics.com/docs/account-users). **Managing Personally Identifiable Information (PII)** You can hide PII from any users who shouldn't have access to it by setting the private fields for your account. #### Key takeaways - Connect **Access Control and Roles** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ## Resources & references | Page | Companion Markdown | | --- | --- | | /courses/account-management/account-settings | /academy/md/courses/account-management/account-settings.md | | /courses/account-management/access-control-and-roles | /academy/md/courses/account-management/access-control-and-roles.md | ## Supplement for indexing ### Content summary Get started setting up your Lytics account and granting access to your teams. Get started setting up your Lytics account and granting access to your teams. ### Retrieval tags - lytics - account-management - Account - Settings - Access - Control - and - Roles - account-management course - Contentstack Academy ### Indexing notes Chunk at each "### Lesson NN — Title" heading; copy lesson_id and topics from the preceding HTML comment into chunk metadata for RAG filters. Course slug: account-management. Union of lesson topic tokens: Account, Settings, Access, Control, and, Roles. Do not embed or retrieve LMS-only quiz items or mastery exam answer keys from this export. ### Asset references | Label | URL | | --- | --- | | Video thumbnail: Account Settings | `https://cdn.jwplayer.com/v2/media/LZfcyS7t/poster.jpg?width=720` | | Video thumbnail: Access Control and Roles | `https://cdn.jwplayer.com/v2/media/MYAfZahY/poster.jpg?width=720` | ### External links | Label | URL | | --- | --- | | Contentstack Academy home | `https://www.contentstack.com/academy/` | | Training instance setup | `https://www.contentstack.com/academy/training-instance` | | Academy playground (GitHub) | `https://github.com/contentstack/contentstack-academy-playground` | | Contentstack documentation | `https://www.contentstack.com/docs/` | | Account Settings documentation | `https://learn.lytics.com/documentation/product/features/account-management/editing-your-account` | | Managing Users documentation | `https://docs.lytics.com/docs/account-users` |