Manage your account

User Info

To edit your user profile information:

  1. Click the Person icon > Profile.

  2. Enter the new values in the fields you wish to change.

  3. Click the Update User Profile button.

Password Change

To change your password:

  1. Click the Person icon > Profile > Change Password.

  2. Enter your current password in the Current Password field.

  3. In the New Password and Verify Password fields, enter your new password.

  4. Click the Change Password button.

The user will receive an email notification of the password change.

Team

Join Team

A new user can join an existing team by sending a join request to an Admin account. A user who has already registered with Qualdo cannot request to join an existing team.

  1. Click on Sign Up.

  2. Provide all the necessary details in the Sign Up form.

  3. Click on Existing Team button.

  4. Enter Admin’s Email and Click on Request Invite to send a join request.

When someone sends a join request the Admin will receive an email and a notification in Qualdo. To view the notification(s):

  1. Click the Person icon > Team

  2. Go to Manage Teammates page.

  3. Under the Requests tab the Admin can view and accept or reject join requests.

The requester will receive an email when their request is accepted by an Admin. They can click on the link in the email to login to Qualdo and complete joining the team.

Members will have visibility on all the configured Datasources, metrics & alerts.

Disable or Delete

To disable or delete user:

  1. Click the Person icon > Team.

  2. Team members are listed on Manage Teammates -> Teammates.

  3. To disable a user, click on the Edit button, click Disable User, and then save the changes.

  4. To delete a user, click on the Delete button.

Only an Admin will have permission to delete a user.

Invite to Team

An Admin can send an invitation to join a Team or Qualdo. The invitation is an email notification. To send an invitation:

  1. Click the Person icon > Team.

  2. Go to the Manage Teammates page.

  3. Under the Invitations tab, click the Configure Invitations button.

  4. Provide one or more email addresses in the Email Addresses text box.

  5. Custom email content can be added in the Invitation Email Content text box.

  6. Click Send.

Payment Gateway

Qualdo uses Braintree as its payment gateway partner.

Subscription

Qualdo Supports two two types of subscriptions:

  1. Annual

  2. Monthly

You may change to Annual subscription from Monthly subscription at any point in time. Qualdo provides a grace period of 7 Days before suspending service in the case of payment failure during the subscription cycle.