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From the System Settings page (Administration > System Settings), you can manage your account, view product usage, manage product features, and define quotas for 3rd party API usage in the Data Marketplace.

Account

The Account page contains general information about your account. From this page you can:

  1. Change your Tenant Organization name and description.
  2. Upload a logo. Your logo will be displayed on the top navigation menu in place of the Openprise logo.
  3. Display a custom welcome message for each user to see on the login page.
  4. Change your account billing information.

Usage

The Usage page displays a variety of information relating to your usage of Openprise.

Features

The Features page is where beta features can be enabled and disabled. Openprise will notify you via email if there are any beta features that may be of interest.

Quota

From the Quota page, you can establish Quotas to manage your 3rd party data usage, preventing unexpected overages.

Click Add Quota

Add_Quota.png

Complete the Setup

Form_fill.png

  1. Name: Name your Quota
  2. Description: (optional) Add a description for your quota for more information
  3. Select Technology: Select the system for the quota Select_source_technology.png
  4. Select available auth tokens: Select the authorization token to be used for this quote. Note: you will only be shown auth tokens for already created authorizations to the chosen system (example below). Available_auth_tokens.png
  5. Quota limit (refreshable): Enter your quota limit for the technology chosen
  6. Quota refresh frequency: Options are: Hour, Day, Month
  7. Hour of day to refresh: Set the hour of the day to refresh the quota. Refresh time must be in 24 hour format. Note: You should set this value to the exact hour that this data provider resets its corresponding API count
  8. Save: Select the Save button to save the quota

Notes:

  • You must have previously established authentication for the 3rd party data provider in order to establish a quota.
  • Marketo quotas refresh at 10pm Pacific time.
  • Salesforce quotas refresh on a moving 24 hour calendar
  • Pardot quotas update at midnight, based on your Pardot account time zone settings.

 

 

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