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Administrator

Managing your account with users, billing, multi-site and third-party Integrations.

  • Add users
  • Go through module options
  • Personalise your account

Getting started and general

  • Summary page
  • Module options
  • Personalise your account and your email signature
  • Using brands
  • Preset emails and preset SMS messages
  • Multi-site functionality

Data protection and user management

  • Adding and managing users
  • Changes by members and users
  • Communicate with users (smart tags)
  • Notes and note visibility
  • Restricting user access to certain reports
  • User groups: restrict visibility and shared email addresses
  • Right to be forgotten

Security

  • Granting Support Team access
  • Multi-factor authentication
  • Module passwords

Integrations

  • BulkSMS
  • GoCardless
  • Mailchimp
  • PayFast
  • Planning Center Online
  • Stripe
  • Twilio

Trouble shooting

  • Deleted data logs
  • Resolve email issues

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Last updated on January 6, 2021

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