Accessing Your User Profile
To update your personal information or change your password:
Click your name drop down in the upper-right corner of the screen.
Select User Edit Profile & Password.
From this page, you can:
Update your account holder information
Change your password
Viewing Your Accounts
To view all accounts associated with your user login:
Click your name drop down in the upper-right corner.
Select View Accounts.
You can also click Accounts from the left-side navigation menu to see all accounts connected to your user profile.
Accessing Account Settings & Billing
To manage a specific account:
From your Accounts page, click Go to this account to open the account you wish to manage.
Click your name drop down in the upper-right corner.
Under the Account section, select Account Settings & Billing.
Account Settings
The Account Settings page allows you to manage:
Account Name
Time Zone
Billing & Usage
From the left-side menu, click Billing & Usage.
Here you can:
Update/Cancel your subscription plan
Change the credit card on file
Access the Pricing Calculator
Manage additional billing information
View and download invoices
Managing Email Marketing Platform Connections
Select Email Marketing Platforms from the left-side menu.
From this section, you can:
Update the platform label
Reauthorize a connection
Purge connection caches
Delete a connection
Agency Accounts Only:
Everything above and
Disable a connection
Tag Settings (Agency Accounts Only)
Select Tag Settings from the left-side menu.
From this section, you can:
Modify the tag name prefix
Change the tag category
Notification Settings
Select Notifications from the left-side menu to manage your communication preferences. Available notification options include:
Email me monthly scan updates
Email others monthly scan updates
Email me about platform connection issues
Adding Users and Managing Account Access
To invite additional users to your account:
Open Account Settings & Billing.
Select Users from the left-side menu.
Click the option to invite someone
Enter the user's information and send the invitation.
Once accepted, the user will have access to the account. They will not be able to view or change any billing information/plan changes.
Need Help?
If you have questions about your account settings, billing, integrations, or user access, please utilize our chat feature, inside your app in the bottom right-hand corner