Account profile
The Account Owner has access to the account-level settings. These include enabling add-ons, integrations, records audit, and branding.
- Update your account profile details
- Change your account date format
- Update your account billing details
- Manage your account add-ons
- View purged record audit
- Update your account branding settings
- Create your account's email signature
- Check your SMS usage
- Set up employee password rules
- Manage employee visitor sign in permissions
- About the Account Owner role
- Transfer the Account Owner user role