Setting up Company Profiles
The Company Dashboard
The company dashboard contains information regarding credits, users and branches. The data inputted during account creation becomes the default company information and return address. Additionally, the individual who creates the account becomes the Admin or Head Admin.
Depending on subscription type users can be added and assigned to branches/departments with different addresses.
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To add a user or branch click on the plus icon.
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To edit Branch name, address, or phone number click on the pencil icon next to "Branch Details".
Admin Accounts
As mentioned previously, the individual that creates the original company account is considered the Admin or Head Admin. The Admin holds a crucial role in the management of the account. Admins are responsible for the distribution of funds, the activation/deactivation of users and requests for the company account to be closed and or refunded. For these reasons please carefully select the Admin or Head Admin for your company's account. If required, Sub Admins can be allocated underneath the Head Admin and assigned to a particular branch/department. Users can also be assigned underneath each Sub Admin (please see below).
This hierarchy only applies to company accounts where multiple users are needed to send out mail. For individual or personal accounts please click here.
Access and Permissions
The Head Admin has access to all branch/department mailings and activities. The Sub Admin has access to their respective department's mailings and activities and likewise users have access to mailings they have sent out.Related Articles
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