Account administration
Account administration
Settings that apply to your whole business rather than to one branch: who is on the team and what they can do, what you pay, how you appear, and the record of what everybody changed.
In this section
Finding them
Switch the dashboard to the account view and choose Account settings. If you can only see a single branch's settings, you are in the location view — or your role does not include account access.
What to do first
- Invite your team and give each person the narrowest role that lets them do their job.
- Check your business information, since it appears on everything your customers see.
- Look at your plan once you know how many messages you actually send.