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Account Manager

Get Started with the Planet Account Manager​

The Planet Account Manager is where you set up your Planet Insights Platform account, gain insights into your usage, create reports, invite and manage users, purchase platform access plans and data products, handle billing, and review your order history.

After you register, you can explore Platform capabilities for up to 30 days at no cost. You can decide and upgrade your account at any time using the Account Manager. Explore your options from Planet Pricing or directly in the Account Manager through the Purchase tab, where you can self-purchase.

About Your Account​

The Overview tab provides essential account details.

  • Your current platform plan and its validity
  • Account and User ID
  • The ability to manage both active and inactive OAuth clients

Usage and Reporting​

There are two key tabs that provide insight into your platform usage and activity.

Usage​

Usage and reporting provides a detailed overview of your current platform usage.

Quota bars give information about::

  • Percentage of quota used

  • Number of days remaining

  • Detailed breakdown of usage

    • Total amount of quota used

    • Remaining amount of quota

    • Purchased quota

You can also access detailed usage reports to analyze your activity over time.

How to download an usage report​

  1. Select the report type.

    • Daily

    • Monthly

    • Detailed

    • Summary

  2. Choose a date or month.

  3. Download the report as a CSV file.

Top-up functionality​

These are one-time processing units which are not recurring and allow for you to access larger volumes of processing for large, one-time usage spikes. For example, if you need to do a large analysis of historical data only once, or if your usage was particularly large one month and you need to continue operating without going to the next tier.

You can now top up your processing units (PUs) quota directly from this screen. A dedicated Call-to-Action (CTA) button allows for a quick and simple top-up process.

Usage Warning

An orange alert bar appears once your usage reaches 90 percent of your quota. This is a proactive reminder to top up your resources before they run out.

Statistics

The Statistics tab provides an additional way to explore your processing units (PUs) and the number of requests consumed over time. It provides a visual and filterable view of your activity, helping you understand trends and pinpoint usage patterns.

  • Time-based filtering

You can filter usage data by specific time frames, such as: Last 1 hour, Last 12 hours, Last 24 hours, Last week, or Last month

  • Interactive usage graph

A dynamic graph displays how your PU consumption has evolved over the selected time period, providing immediate insight into usage spikes or patterns.

  • API-level breakdown

You can view usage filtered by individual APIs.

Users

The Users tab is designed to help administrators manage their users on the account. The necessary management functionalities are available within the Users tab, where administrators can do the following.

  • Invite new users

  • Manage user roles

  • Remove users from your account

  • View and manage pending invitations

note

The Users tab is only accessible to account administrators.

Inviting New Users​

Account administrators can invite users to join their account. They can go to the Users tab, click on the INVITE NEW USER button and fill in the mandatory fields (through email only). To invite more users at once, click the plus button [+]. If a user already exists on the platform, the system will notify the administrator that the email address is already in use. Once the admin is satisfied with the input, they must click INVITE. This action will send out email invitations.

Invited users will have 14 days to accept the invitation. Until an invited user accepts the invitation, they will be listed under Pending invitations. Administrators can revoke the invitation or resend the email with the invitation to the user.

When a user accepts the invitation, they are added to the account and are listed in the Users table.

note

Your platform access plan determines the maximum number of users allowed. Once the limit is reached, you’ll need to upgrade your plan to add more users.

Change User Role​

If an administrator wants to change a user's role, they need to select the user(s) by clicking the inline checkbox in the table. Then they can change their roles as they need.

The system requires at least one administrator user on the account. The last user with the administrator role cannot be changed to a member.

Remove a User From an Account​

If you want to remove a user from their account, select the user and click Membership. Click the Remove option and the Account Manager asks for additional confirmation. If the administrator confirms, the user is removed from the account.

Invoices​

The Invoices tab enables account administrators to manage and review past orders, as well as their associated billing information.

Key Capabilities

From the Invoices tab, administrators can:

  • View the complete Order History

  • Access detailed information for each past order

  • Review payment status, billing cycles, and download invoices

Billing Cycle

Each order displays its selected billing cycle:

  • SINGLE: a one-time payment for annual subscription (or co-term order to annual subscription)

  • RECURRING: a monthly subscription, payment happens automatically each month

Order Statuses

Each order includes a status indicator.

  • PAID: Payment received successfully.

  • PENDING: Order placed; awaiting payment completion.

  • CANCELED: Order automatically canceled due to non-payment.

  • OFFER: Custom offer sent to the customer; payment pending.

  • SUBSCRIBED: User enrolled in a recurring subscription following initial successful payment.

  • REVOKED: Order canceled by the user.

  • PAUSED: Order is temporarily on hold.

Order Details

Click Details on any order to open the Order Details page. You can view or request the following:

  • The Order ID

  • Purchased items

  • Update billing information

  • Review payment history

  • Download an invoice for each payment

🔒 The Invoices tab is only accessible to account administrators.

My Plan and Products​

The My plan and products tab provides you with a detailed view of your active platform plan, including its validity, a shortcut to order details, and an option to top up their platform access plan.

Under My Products, all provisioned products are listed, including product name, provisioned quota, used quota, and validity.

🔒 The My Plan and Products tabs are only accessible to account administrators.

Settings​

The Settings tab has two sections: Account Settings and User Settings.

Account Settings​

Under the Account Settings, users can copy their Account ID and edit their Account name.

🔒 The Account Settings are only accessible to account administrators.

User Settings​

Under User Settings, users can see their user profile details. Each user can view their user role on the account:

  • Admin: administrator permissions

  • Member: membership on the account without administrator permissions

Users can edit their first name and last name and change their country by selecting from the drop-down list.

Users can delete their profile, which also removes them from the account. If an account has multiple users, the only admin user on the account can not delete their user profile, as this would affect other users on the account as well.

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