The Settings section of an account allows you to set up and modify details and permissions for an account and its various users. Within the Settings section you will be able to modify existing account details, such as the Account Name, Country, and Time Zone. You’ll also be able to create Users, Roles and customise the Contact Fields in the account.
The Users section will allow you to create and manage users for the account. Each person who uses the account should be set up as a user. This will allow them to access the account at any stage, using their own login details. The benefit here is that you will be able to control (via Roles) which areas of the system each user will have access to.
Roles allow you to set up restricted access levels for different users of your account. Thus allowing you to govern what features are available for the varying users. Each account comes with a series of System Roles, to make setting up users easy. However you will also be able to create your own.
Contact Fields are the data set that you specify for the account’s database. Each account comes with the a handful of default fields, however you can create as many custom Contact Fields as you would like, to ensure that the data within your database is relevant to your needs.
The system generated Contact Fields are:
Date of Birth
We recommend having a think about how you would like to market to your database in 2 years time, and set up your Custom Fields accordingly. I.e. If you’d like to focus on marketing to locals, set up a Postcode field and start capturing prospects and customers postcode.
To access and update settings for an account hover your mouse over your profile picture, located in the top right corner and select Settings from the drop down list.