Fields that appear disabled are managed by the Praxis AI team. Contact humans@praxis-ai.com to request changes to account name, status, or credit balance.
General Settings
The General tab contains the core account configuration.Account Properties
Transfer to Instances
Controls how credits move from the account pool to individual instances:Account Contact/Notification Emails
A list of email addresses identifying Account Managers. Use the list manager to add or remove entries. These emails associate admin users with the account and receive account-level notifications (such as low-credit alerts).Domains
Domain URLs determine which Digital Twin instances belong to this account. When an instance’s public authorized URL contains one of these domain patterns, it is automatically associated.Privacy Policy Consent Form
Enter custom HTML that will be displayed as a privacy/consent notice to users on their first interaction. This is useful for organizations that require compliance acknowledgment (e.g., FERPA, GDPR).Knowledge Graph (KAG Fusion)
The KAG Fusion section on the General tab controls knowledge-graph retrieval for every Digital Twin linked to the account. The two toggles work as a cascade — the first takes precedence:Building the knowledge graph runs an extra extraction pass over every uploaded file, so enabling KAG account-wide increases ingestion credit consumption across all instances. See Knowledge & RAG Configuration for what KAG does and how the per-instance setting works.
Shared Integrations
The Shared Integrations tab configures credentials that are shared across all instances in the account. This avoids duplicating integration setup on each individual instance.- Canvas
- AWS
Canvas LMS Integration
Configure credentials for Instructure Canvas integration across all account instances.Canvas credentials configured at the account level are inherited by all instances in the account. Individual instance settings override account-level credentials when both are present.
Instances
The Instances tab displays all Digital Twin instances associated with the account. Instances are linked to an account when their public authorized URL matches one of the account’s domain patterns.Instance Table
Credit Usage Indicators
The credit usage bar uses color coding to quickly identify instances that need attention:Exporting Instance Data
Click the CSV button to download the complete instance list including names, contact emails, credit balances, authorized URLs, and creation dates.Credit Transfers
Credit transfers move credits between the account pool and individual instances. The Credit Transfers tab provides a full audit trail of all transfers.Transferring Credits
To transfer credits, navigate to the Instances tab and click the transfer button next to the target instance.1
Select an Instance
On the Instances tab, locate the instance you want to transfer credits to or from. Click the transfer icon (stack icon) next to it.
2
Enter Amount
In the transfer dialog, enter the number of credits to transfer. The dialog shows the current credit balance for both the account and the instance.
3
Choose Direction
By default, credits transfer from the account to the instance. Click the reverse button to transfer credits from the instance back to the account.
4
Confirm Transfer
Review the transfer summary showing the source, destination, and amount. Click Transfer to execute.
Transfer History
The Credit Transfers tab displays a log of all credit movements for the account.Transfer Modes
Exporting Transfer Data
Click the CSV button to download the complete transfer history including instance details, user information, credit amounts, and timestamps.Managers
The Managers tab displays the list of Account Managers assigned to this account. Account Managers are admin users who have been granted access to manage account-level settings.Manager Details
Account Manager Capabilities
Account Managers can:- Edit account domains, manager emails, privacy policy, and transfer mode
- Configure shared Canvas and AWS integration credentials
- View instances associated with the account
- Transfer credits between the account pool and instances
- View credit transfer history
- Export instance and transfer data as CSV
Adding or removing Account Managers is managed by the Praxis AI team. Contact humans@praxis-ai.com to request changes.
Related
- Accounts Overview — Account concepts, list view, and domain matching
- Entitlements — Instance-level permission management
- Configuration — Individual instance configuration
- Plans & Credits — Understanding the credit system