Codebook Cloud Dashboard

The Dashboard provides access to your Codebook Cloud account, your subscription information, data management options along with links to resources to help you learn to use Codebook.

The Dashboard is divided into 5 Sections:

Getting Started
Devices & Data
Subscription Status - only displayed for account owners.
Contacts - view your sharing Contacts
Users - view Users on a Business or Family Plan account

Getting Started

This sections contains helpful links and documantation for new users.

Devices & Data

View statistics on your data, and manage device access.

Devices and Data Help Page

Subscription Status

View and manage your Codebook Cloud subscription.

NOTE: This section is only displayed on the account owner's Dashboard.

Codebook Cloud Subscriptions Info Page

Your subscription expiration date is displayed.

Manage Your Subscription - from Codebook Cloud Website

Codebook Cloud subscriptions are purchased from different "stores" based on the type of device you are using when you subscribe. Updates to your billing information or canceling your subscription are performed in the subscribing store. The "Manage Your Subsciption" link will bring you to the correct store where you can update your billing information or cancel your subscription.

Sign in to Codebook Cloud - Codebook Cloud Sign In. Your Codebook Cloud account password was saved in Codebook in the Codebook Cloud category/Codebook Cloud entry when you created your account.
From the Dashboard - Click the Subscription Status button.
From the Subscriptions page - Click the Manage Your Subscription link.

Manage Your Subscription from within the Codebook Apps

On android

For Codebook for Android:

Codebook Cloud Android - Account Details Codebook Cloud Android - Manage Account Option

When you are signed in to Codebook Cloud, go to the Sync view.
Tap on the Account row to display Account Details. Your subscription status will be displayed.
Tap on the Options Menu (the three vertical dots).
Tap on Manage Your Account.
If your subscription was purchased from the Google Play Store, you will be taken there where you can update your billing details or cancel your subscription.
If you did not purchased your subscription from Google Play, the Codebook Cloud Sign In page will be displayed. Your Codebook Cloud account password was saved in Codebook in the Codebook Cloud category/Codebook Cloud Entry when you created your account. Navigate to Dashboard -> Subscription Status -> Manage Your Subscription link where you can update your billing information or cancel your subscription.

On ios

Codebook for iOS - Sync Screen Codebook for iOS - Manage Subscription Option

When you are signed in to Codebook Cloud, go to the Sync view.
Tap on the Account row to display Account Details.
Subscription status is shown at the top of Account Details view. Tap on the Manage Your Subscription button to cancel or update billing details. The Manage Your Subscription button is only available if your subscription was purchased from Apple.
If you did not purchase your subscription from Apple, you must access your Account and Subscription from within Codebook on the device where you purchased the subscription or from the Codebook Cloud Dashboard - Codebook Cloud Sign In.

On macos

Codebook for macOS - Manage Subscription Option

When you are signed in to Codebook Cloud, go to Codebook -> Settings -> Sync tab.
If you purchased your subscription from Apple or Fast Spring, the link Manage Your Subscription link will be displayed. Click the link to be taken to the store where the subscription was purchased. From there, you can update your billing details or cancel your subscription
If you purchased your subscription from Google Play, you must access your Account and Subscription from within Codebook on the device where you purchased the subscription or from the Codebook Cloud Dashboard - Codebook Cloud Sign In.

On windows

Codebook for Windows - Manage Your Account

When you are signed in to Codebook Cloud, go to File -> Preferences -> Sync tab.
Click the "Manage Your Account" link.
Sign in to your Codebook Cloud account. Your Codebook Cloud account password was saved in Codebook in the Codebook Cloud category/Codebook Cloud entry when you created your account.
Click on the Subscription Status button.
Click on the "Manage Your Subscription" link.
The "Manage Your Subsciption" link will bring you to the store where you purchased your Codebook Cloud subscription where you can update your billing information or cancel your subscription.

Contacts

For more info about contacts functions available in Codebook, view the corresponding Help Page:

Codebook Cloud Contacts Page

Add a Contact

To add a contact, enter their email address and click Add Contact. They will be sent an email with your request and they will also be notified in Codebook, if notifications are enabled.

Existing Contacts

This section displays your existing contacts and pending contacts.

There are two types of Contacts:

External - this contact is another Codebook Cloud user who is not a member of your account. In other words, they have their own subscription. In order to share entries with external contacts, you need to set up a Trust relationship with them.
If a contact has not be approved, two buttons will be displayed:
- To accept the sharing request, click the green Approve button.
- If you do not wish to establish sharing, click the red Reject button.
If a contact has been approved, you have the option to Remove the contact.
Account - this contact is a user on the same Codebook Cloud Account. They are in the same Family Plan or Business account. Sharing is automatically established between members of the same account.

* Account owners can set restrictions on sharing for members of their account. See Manage User Sharing Permissions.

Users

It is possible to add users to your account. To do this, reach out to us.

Email sales@zetetic.net

If you already have a multi-user account, this section will link to the Manange Users page.

Codebook Cloud Users Options - for multi user account

For a Family Plan or a Business account, this section will link to the Manange Users page.

Manage Users Help Page