> ## Documentation Index
> Fetch the complete documentation index at: https://docs.praxis-ai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Accounts

> Configure account settings, shared integrations, instance associations, and credit transfers.

The account management view organizes settings across five tabs: **General**, **Shared Integrations**, **Instances**, **Credit Transfers**, and **Managers**.

<Info>Fields that appear disabled are managed by the Praxis AI team. Contact [humans@praxis-ai.com](mailto:humans@praxis-ai.com) to request changes to account name, status, or credit balance.</Info>

***

## 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             |
| **Account Contact/Notification 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             |
| **KAG Fusion**                          | Account-wide knowledge-graph (KAG) controls for all linked Digital Twins |             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. |

### 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.

<Tip>Use domain patterns like `university.edu` or `company.com` to capture all instances under your organization.</Tip>

### 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:

| Toggle                               | Effect                                                                                                                                                                       |
| ------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Enable KAG for all instances**     | Forces KAG / RRF fusion **on** for every Digital Twin linked to this account, overriding each instance's own setting.                                                        |
| **Allow instance-level KAG toggles** | Lets each Digital Twin opt into KAG with its own setting. When this is off (and "all instances" is also off), KAG stays off everywhere and instance admins cannot enable it. |

<Note>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](/mdx/admin-guide/knowledge-rag-config#kag-fusion) for what KAG does and how the per-instance setting works.</Note>

***

## 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.

<Tabs>
  <Tab title="Canvas">
    ### Canvas LMS Integration

    Configure credentials for [Instructure Canvas](/mdx/integrations/canvas/overview) 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  |

    <Note>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.</Note>
  </Tab>

  <Tab title="AWS">
    ### Amazon Web Services

    Configure shared AWS credentials for features that require cloud storage or processing.

    | Field                     | Description                                              |
    | ------------------------- | -------------------------------------------------------- |
    | **AWS Region**            | AWS region for services (e.g., `us-east-1`, `eu-west-1`) |
    | **AWS Access Key Id**     | IAM access key identifier                                |
    | **AWS Secret Access Key** | IAM secret access key                                    |

    <Warning>Store AWS credentials securely. These credentials are shared across all instances in the account and should use IAM policies with least-privilege access.</Warning>
  </Tab>
</Tabs>

***

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Confirm Transfer">
    Review the transfer summary showing the source, destination, and amount. Click **Transfer** to execute.
  </Step>
</Steps>

<Warning>Ensure the source (account or instance) has sufficient credits before initiating a transfer. Transfers with insufficient funds will fail.</Warning>

### 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 a pooled instance's credit balance drops below 500 (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                        |
| **Email**    | 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

<Info>Adding or removing Account Managers is managed by the Praxis AI team. Contact [humans@praxis-ai.com](mailto:humans@praxis-ai.com) to request changes.</Info>

***

## Related

* [Accounts Overview](/mdx/admin-guide/accounts/overview) — Account concepts, list view, and domain matching
* [Entitlements](/mdx/admin-guide/entitlements) — Instance-level permission management
* [Configuration](/mdx/admin-guide/configuration) — Individual instance configuration
* [Plans & Credits](/mdx/introduction/plans-and-credits) — Understanding the credit system