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  3. Account profile

Account profile

The Account Owner has access to the account-level settings. These include enabling add-ons, integrations, records audit, and branding.

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  • 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
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