MessageFlow
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  • MessageFlow Documentation
  • 🚀ACCOUNT
    • Dashboard
    • User panel
      • Settlements
      • Settings
      • Notifications
      • Operation list
      • File manager
      • GDPR
    • Login and account management
      • How to create an account?
      • Logging into the platform
      • Resetting the password
      • Two-step authentication (2FA)
      • Resetting 2FA Settings
    • User and role management
      • Adding a user
      • Assigning permissions
      • User account activation
      • Editing and deleting a user
  • 💬CONTACTS
    • Adding contacts
      • Adding contacts manually
      • Importing contact lists (CSV, Excel)
      • Additional fields
    • Segmentation of customers
    • Archiving groups
  • Deleting groups
  • ✨COMMUNICATION CHANNELS IN THE PANEL
    • E-mail
      • Overview
      • Dashboard
      • Campaigns
        • Campaign list
        • Exporting campaigns from the list
        • Authorization of domain and senders
          • Authorizing domains with web hosts
            • Authorizing a domain hosted at Nazwa.pl
            • Authorization of a domain hosted at Home.pl
            • Authorizing a domain hosted at cyber_Folks
            • Authorizing a domain hosted on Zenbox
            • Authorizing a domain hosted on OVHcloud
            • Authorizing a domain hosted on GoDaddy
        • Creating e-mail campaigns
          • Designing messages with a drag-and-drop editor
          • Email creation specifications
          • Creating and downloading message templates
      • Analytics, audiences and reports
        • Monitoring deliverability, opens, clicks
        • Storage of email campaign reports
        • Email address archiving, removing hard-bouncing addresses, unsubscribes
      • Outgoing
        • Outgoing List
        • Export list
      • Settings
        • Adding a sign-out page
    • SMS
      • Overview
      • Dasboard
      • Campaigns
        • Campaign list
        • Exporting campaigns from the list
        • Creating SMS campaign
      • Analytics, audiences and reports
        • Reporting and analysis of SMS campaign results
        • Storage of SMS campaign data
        • Archiving recipients, removing recipients with ERROR status
      • Incoming
        • List of incoming
        • Export list
      • Outgoing
        • Outgoing list
        • Export list
      • Settings
        • List of links with suffixes
        • Unsubscribe pages
      • Common settings
        • Sender IDs
      • Integration with short codes
    • Mobile push
      • Overview
      • Dashboard
      • Campaigns
        • Campaign list
        • Export list
        • Push campaign configuration
      • Outgoing
        • Outgoing list
        • Export list
      • Analytics and report
        • Push campaign report
        • Push campaign data storage
      • Common settings
        • Applications
        • Adding test device
      • Segmentation
    • RCS
      • RCS message types
      • What is a Brand Bot?
      • How to run RCS?
      • Tips for creating a campaign
      • Technical specifications of the RCS service
  • 🖥️API CHANNELS
    • E-mail API
      • Dashboard
      • E-mails report
      • Tag report
      • Domains report
      • Blacklist Report
      • Whitelist report
      • Settings
    • Mobile push API
      • Overwiev
      • Dashboard
      • Outgoing
        • Outgoing list
        • Export
    • SMS API
      • Overview
      • Dashboard
      • Incoming
        • Incoming list
        • Export
      • Outgoing
        • Outgoing list
        • Export
  • ⚙️TECHNICAL SUPPORT CENTER
    • Integrations
      • Integration with Salesforce
      • Integration with SalesManago
      • Integration with Synerise
      • Integration with IdoSell
    • System requirements
    • Technical assistance
    • API documentation
    • FAQ
  • SAFETY CENTER
    • ISO 27001, 27018, 22301 certifications
    • Document templates
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  1. ACCOUNT

User panel

PreviousDashboardNextSettlements

Last updated 2 months ago

  1. After logging in, go to the Account tab.

  1. In the panel on the left you will find tabs such as:

    1. Users: here you will find information about the users assigned to the account, such as the user's email address, phone number, first and last name - here you can manage users - add new users, delete them and change their data

    2. Settlements: contain two sections - data and invoices, in data you fill in billing information about your company, in invoices you will find the entire invoicing history with a search engine so you can find a specific invoice

    3. Settings: include three sections - Security, APIs and Webooks:

      1. Security: here you can add IP numbers and limit the ability to log in to the application only from the listed addresses, and you have the option to set 2FA

        1. API: is where you can add API keys and edit the current ones

        2. Webhooks: here you can set the URL of your script, to which we will forward reports on dispatches or information on user activity (opens/clicks)

    4. Notifications: is the section where the user will find information about what has happened on the account, for example, the import of contacts has taken place

    5. List of operations: this is the place where you can check in real time, for example, whether an import is 'in progress', 'completed', 'pending', or whether segmentation has ended, etc.

    6. File manager: this is the place where you can upload files

    7. GDPR: here you can add Data entrustment and sub-trust cards

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