Administration

Administration

Complete administration guide for managing Quanta accounts, teams, and settings.

Account Management

Account Overview

View your account at Settings → Account:

• Account name
• Current tier
• Billing information
• Usage statistics
• API status

Account Details

Update your organization information:

1. Go to Settings → Account
2. Click Edit Account
3. Update:
   • Organization name
   • Logo
   • Address
   • Website
   • Contact email
4. Click Save

Upgrade/Downgrade Tier

Change your subscription tier:

1. Go to Settings → Billing
2. Click Change Plan
3. Select new tier
4. Review pricing
5. Confirm changes

Important Notes:

• Upgrades take effect immediately
• Downgrades effective at end of month
• Prorated charges applied accordingly

Team Management

Adding Team Members

For learning centers with multiple educators:

1. Go to Settings → Team
2. Click Add Member
3. Enter email address
4. Select role
5. Set permissions
6. Send invite

Member receives email and can activate account.

User Roles

Role	Permissions	Best For
Owner	Full account access	Account manager
Admin	All features + team management	Administrators
Educator	Own students + reporting	Teachers
Assistant	Data entry only	Support staff
Viewer	Read-only access	Parents/Students

Role Permissions

Owner

• All administrative functions
• Billing management
• Team management
• Account deletion

Admin

• User management
• Settings configuration
• Report generation
• Data management

Educator

• Student management
• Session logging
• Messaging
• Personal reporting

Assistant

• View student records
• Add session notes
• Send messages
• No financial access

Viewer

• View-only access
• Student profile viewing
• Limited reporting
• No editing capability

Managing Team Members

View and manage your team:

1. Go to Settings → Team
2. See all members
3. For each member:
   • View role and permissions
   • Edit role
   • Change permissions
   • Deactivate account
   • Resend invite

Removing Team Members

1. Click member name
2. Click Remove
3. Choose data handling:
   • Reassign students to you
   • Transfer to another educator
   • Archive sessions
4. Confirm removal

Settings & Configuration

General Settings

Time Zone

• Affects all timestamps
• Session scheduling
• Report dates
• Email delivery

1. Go to Settings → General
2. Select time zone
3. Save

Language

• Interface language
• Email language
• Report language
• 20+ languages supported

1. Go to Settings → Language
2. Select preferred language
3. Save

Email Preferences

• Notification frequency
• Email categories
• Digest options
• Opt-in/out

Business Settings

Pricing Configuration

1. Go to Settings → Business
2. Configure:
   • Default hourly rate
   • Session pricing
   • Package deals
   • Discounts
3. Save

Payment Settings

1. Go to Settings → Payments
2. Configure:
   • Payment methods
   • Payment processors
   • Invoice templates
   • Tax rates
3. Save

Notification Settings

1. Go to Settings → Notifications
2. Choose what triggers notifications:
   • Session completion
   • Payments received
   • Student enrollment
   • Low attendance alerts
3. Select delivery methods
4. Save

Billing & Invoicing

Billing Overview

View your billing at Settings → Billing:

• Current plan
• Billing date
• Next billing date
• Usage statistics
• Invoice history

Payment Methods

Add and manage payment methods:

1. Go to Settings → Billing → Payment Methods
2. Click Add Payment Method
3. Enter card or bank details
4. Set as default (optional)
5. Save

Invoice Management

View and download invoices:

1. Go to Settings → Billing → Invoices
2. Filter by date range
3. Click to view invoice
4. Download PDF
5. Email if needed

Tax Information

Configure tax settings:

1. Go to Settings → Billing → Tax
2. Enter:
   • Tax ID/VAT number
   • Tax jurisdiction
   • Tax exemptions (if applicable)
3. Save

Tax information included on all invoices.

Data Management

Backup Settings

Automatic daily backups included:

1. Go to Settings → Data → Backups
2. View backup schedule
3. Manual backup available
4. Download backup
5. Restore from backup

Data Export

Export your data:

1. Go to Settings → Data → Export
2. Choose what to export:
   • Students
   • Sessions
   • Payments
   • All data
3. Select date range
4. Choose format (CSV, JSON, Excel)
5. Download

Data Retention

Control how long data is kept:

1. Go to Settings → Data → Retention
2. Set retention policies:
   • Active accounts: Keep indefinitely
   • Inactive accounts: Archive after 2 years
   • Deleted data: Recoverable for 30 days
3. Save

Delete Account

Permanently delete your account:

WARNING: This cannot be undone

1. Go to Settings → Account → Delete Account
2. Download data backup (strongly recommended)
3. Type “DELETE” to confirm
4. Confirm email verification
5. Click final delete

All data permanently removed after 30-day recovery window.

Security

Change Password

1. Go to Settings → Security
2. Click Change Password
3. Enter current password
4. Enter new password (min 12 characters)
5. Confirm new password
6. Save

Two-Factor Authentication

Enable 2FA for added security:

1. Go to Settings → Security → 2FA
2. Click Enable
3. Choose method:
   • Authenticator app (recommended)
   • SMS
   • Email
4. Confirm setup
5. Save backup codes

API Keys

Manage API keys for integrations:

1. Go to Settings → API Keys
2. View all keys
3. Click Generate New Key
4. Copy key (shown once)
5. Name the key
6. Set permissions
7. Save

Session Management

View active sessions:

1. Go to Settings → Security → Sessions
2. See all logged-in devices
3. Click to view details
4. Revoke session if needed

Audit Logs

View activity logs for compliance:

1. Go to Settings → Audit Logs
2. Filter by:
   • User
   • Action
   • Date range
   • Severity
3. View details

Logged Actions

• Login/logout
• Student changes
• Payment processing
• Account modifications
• User management
• Data exports

Support & Feedback

Contact Support

Get help directly:

1. Go to Help → Contact Support
2. Choose issue category
3. Fill in details
4. Submit ticket

Response Times

• Lite: 24 hours
• Pro: 4 hours
• Max: 1 hour

Feedback

Help improve Quanta:

1. Go to Help → Feedback
2. Share suggestions
3. Report bugs
4. Upvote features

Knowledge Base

Search for answers:

1. Go to Help → Knowledge Base
2. Search by keyword
3. Browse categories
4. Read solutions

System Status

Monitor Quanta status:

• Status Page - status.quanta.com
• Incident Reports - Recent issues
• Maintenance - Scheduled downtime
• Performance - System metrics

Best Practices

Security

• Change password quarterly
• Enable 2FA always
• Rotate API keys regularly
• Monitor audit logs
• Remove unused team members

Data Management

• Regular backups
• Monthly exports
• Verify data accuracy
• Archive old records
• Update contact info

Team Management

• Clear role definitions
• Regular permission audits
• Remove inactive users
• Document processes
• Provide training

Billing

• Verify monthly charges
• Keep payment method current
• Download invoices
• Track usage
• Plan upgrades

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Need help? Contact support or browse the Knowledge Base