Initial Setup

Updating the Company Profile

• Navigate to the "Admin Actions" section from the main user menu.
• Here you can enter your company information, such as name, address, and contact details. These settings will be used on all reports for all users under your org, so it is recommended to use the company information (ie. support@company.com instead of joey@company.com). 
• To upload your company logo, click on the "Upload Logo" button and select a PNG file from your device. This logo will be used in the reports generated by Prospector. Please note this will automatically be resized in reports. We recommend a logo with neutral colors that will work on both light and dark backgrounds.
• You can also select a primary report color. This will updatedated the main logo on all reports. We are always working on more ways to customize reports, so check this section regularly for more customization options.  

Activating All Features

NOTE: The Prospector Platform comes pre-loaded with sample scan data to get a feel for things, but to run new scans you must have an active Subscription or Trial. If you do not have an active subscription, you will be prompted to get one.

• Go to the "Subscription" section accessible from the main menu (must be an Org Admin).
• Choose between 'Annual' or 'Monthly' or 'Trial' options.
• Clicking on any option will redirect you to our Stripe Secure payment portal page to complete the activation.
• Upon activation, you will automatically be redirected back to the application.
• It is important to use the same exact email you used to register your application account with to activate the subscription in Stripe - if you don't, your Stripe subscription will not properly tie to your account and will require help to activate.

NOTE: A current, valid license is required to perform new scans. If your subscription lapses or is paused, you will still have access to existing scans and reports but will not be able to perform additional scans. 

Managing an Existing Subscription

• In the "Manage License" section, click on "Manage Subscription."
• Enter your email associated with the subscription to receive a direct link to your Stripe portal where you can modify or cancel your subscription. Terms of cancellation are outlined in our Refund Policy.