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