Account Management
9 articles
1 min read
How To Include Email Signatures On All Outgoing Messages
You can attach your email signature to all outgoing messages as well as before the quoted text (previous emails in the chain) in an email reply. This will show you how to…
1 min read
How To Update Your Company Settings
Your “Company Settings” is the section where you can input your specific business information. This includes things like your company name, address, phone number, website,…
1 min read
How To Manage Team Management
The “Team Management” section is the place where you can manage your team’s information. Here you can add, edit, and delete team members. Follow the quick steps below to manage…
1 min read
How to Edit User Information and Permissions
User Permissions allow you to grant or restrict certain access and capabilities for different team members. Follow these steps below:
1 min read
How To Reset Your Password
In this article, you will learn how to reset your password, if you forget it, or just want to change it. Depending on your permissions, you will either need to reset it in your…
3 min read
How to Create, Edit and Delete Custom Fields
Custom Fields allow you to create contact specific fields that contain specific information about that contact. These allow you to add to the Standard Fields and gather…
1 min read
Business Profile Creation Flow
In the Phone Numbers Page at a sub-account level, we have the Trust Center. This will be visible to Account admins. Sub-accounts with US as the country will only see this.…
1 min read
Your Account Billing Page
Find your subscriptions, saved cards, billing details, invoices, transactions, and wallet balance in one place under Settings > Billing.
1 min read
Retry a Failed Subscription Payment
Why card payments fail, how to retry a failed subscription or product payment, and what to check before you try again.