Account and User Management

CREATED: MAY 11, 2016  |  LAST UPDATED: MAY 11, 2016  |   BOOKMARK  |   COPY URL


Manage your team's user login access to accounts here. Create, edit and delete information in Account Settings.

Account Settings: Authorised admin access is required to edit these settings

Tags: Used to group users for search purposes

Users: List of all contacts with login access to use this account

API Users: The token for application integrations operating on this account

Email Alias: This is where you can set up email redirections if for example a user's email address changes or they leave the company. This will ensure any communications or alerts will not be missed.

File Profile: This is where you can map fields when importing Account contacts

Contact Support: This is where you log a ticket if you need guidance or need to report a technical issue.