User panel
Last updated
Last updated
After logging in, go to the Account tab.
In the panel on the left you will find tabs such as:
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
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
Settings: include three sections - Security, APIs and Webooks:
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
API: is where you can add API keys and edit the current ones
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)
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
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.
File manager: this is the place where you can upload files
GDPR: here you can add Data entrustment and sub-trust cards