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
| Field | Description | Editable by Account Manager |
|---|---|---|
| Name | Account display name | No |
| Status | active or inactive | No |
| Credits | Account credit pool balance | No |
| Transfer to Instances | Credit transfer mode | Yes |
| Manager Emails | Email addresses of Account Managers | Yes |
| Domains | Domain URLs for automatic instance association | Yes |
| Privacy Policy Consent Form | Custom privacy policy HTML displayed to users on first login | Yes |
Transfer to Instances
Controls how credits move from the account pool to individual instances:| Mode | Description |
|---|---|
| Never | Credits are not transferred. Instances manage their own credit balances independently. |
| By Instance Admins | Account Managers manually transfer credits through the Instances tab. |
| Automatically on low credits | Pria automatically replenishes instance credits from the account pool when they are below 500. |
Manager Emails
A list of email addresses identifying Account Managers. Use the list manager to add or remove entries. These emails are used to associate admin users with the account.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).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.| Field | Description |
|---|---|
| Canvas API URL | Base URL of your Canvas instance (e.g., https://canvas.university.edu) |
| Canvas Client Id | OAuth2 client ID from Canvas developer keys |
| Canvas Client Secret | OAuth2 client secret from Canvas developer keys |
| Canvas Faculty Access Token | Access token for faculty-level Canvas API operations |
| Canvas API Scopes | List of Canvas API scopes to request during OAuth authorization |
| Authenticate with Canvas on SDK login | When enabled, requires valid Canvas authentication for SDK-based logins |
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
| Column | Description |
|---|---|
| Edit | Navigate to the instance’s configuration page |
| Transfer | Transfer credits between the account and this instance |
| Instance | Instance name and AI name |
| Authorized URLs | Instance’s public URLs — highlighted green if matching account domains, red if not |
| Contact | Instance contact email |
| Credit Usage | Visual progress bar of credit consumption |
| Used | Credits consumed by this instance |
| Left | Remaining credits available to this instance |
| Total | Total credits ever allocated to this instance |
| Created | Instance creation date |
Credit Usage Indicators
The credit usage bar uses color coding to quickly identify instances that need attention:| Color | Usage Range | Action |
|---|---|---|
| Green | 0–65% | Healthy — no action needed |
| Orange | 66–85% | Monitor — consider transferring credits soon |
| Red | 86–100% | Critical — transfer credits to avoid service interruption |
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.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.
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.
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.
Transfer History
The Credit Transfers tab displays a log of all credit movements for the account.| Column | Description |
|---|---|
| Credits | Number of credits transferred (positive = to instance, negative = from instance) |
| Mode | How the transfer was initiated: Admin (manual), Auto (automatic replenishment), or Deletion (instance deletion reclaim) |
| Date | Timestamp of the transfer |
| Instance | Target instance name |
| User | Admin user who initiated the transfer |
Transfer Modes
| Mode | Description |
|---|---|
| Admin | Transfer manually initiated by an Account Manager through the admin dashboard |
| Auto | Automatic transfer triggered when an instance’s credit balance reaches zero (requires “Automatically on low credits” transfer mode) |
| Deletion | Credits reclaimed from an instance when it is deleted |
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
| Column | Description |
|---|---|
| Name | Manager’s first and last name |
| Manager’s email address | |
| Added By | Email of the administrator who assigned this manager |
| Date | Date the manager was assigned |
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